JWS
Juncture Wealth Strategies’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,701
| Closed | -$396K | – | 108 |
|
|
2022
Q1 | $396K | Sell |
10,701
-2,610
| -20% | -$96.6K | 0.19% | 89 |
|
|
2021
Q4 | $605K | Sell |
13,311
-1,458
| -10% | -$66.3K | 0.29% | 68 |
|
|
2021
Q3 | $936K | Buy |
14,769
+1,422
| +11% | +$90.1K | 0.49% | 41 |
|
|
2021
Q2 | $1.03M | Sell |
13,347
-1,611
| -11% | -$124K | 0.59% | 35 |
|
|
2021
Q1 | $942K | Sell |
14,958
-2,032
| -12% | -$128K | 0.59% | 40 |
|
|
2020
Q4 | $1.23M | Sell |
16,990
-2,918
| -15% | -$211K | 0.78% | 29 |
|
|
2020
Q3 | $755K | Buy |
19,908
+340
| +2% | +$12.9K | 0.52% | 45 |
|
|
2020
Q2 | $693K | Sell |
19,568
-239
| -1% | -$8.46K | 0.52% | 47 |
|
|
2020
Q1 | $432K | Sell |
19,807
-788
| -4% | -$17.2K | 0.4% | 59 |
|
|
2019
Q4 | $444K | Buy |
20,595
+1,610
| +8% | +$34.7K | 0.35% | 72 |
|
|
2019
Q3 | $429K | Buy |
+18,985
| New | +$429K | 0.38% | 67 |
|