Montag & Associates’s CareDx CDNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-579
Closed -$26K 850
2021
Q4
$26K Buy
579
+227
+64% +$10.2K ﹤0.01% 649
2021
Q3
$22K Buy
+352
New +$22K ﹤0.01% 661