Moody Aldrich Partners’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-125,497
| Closed | -$7.95M | – | 162 |
|
2021
Q3 | $7.95M | Buy |
125,497
+55,919
| +80% | +$3.54M | 1.01% | 43 |
|
2021
Q2 | $6.37M | Buy |
+69,578
| New | +$6.37M | 0.89% | 49 |
|
2019
Q3 | – | Sell |
-52,732
| Closed | -$1.9M | – | 126 |
|
2019
Q2 | $1.9M | Buy |
52,732
+1,415
| +3% | +$50.9K | 0.49% | 78 |
|
2019
Q1 | $1.62M | Buy |
+51,317
| New | +$1.62M | 0.45% | 83 |
|
2018
Q4 | – | Sell |
-117,526
| Closed | -$3.39M | – | 96 |
|
2018
Q3 | $3.39M | Buy |
+117,526
| New | +$3.39M | 0.98% | 48 |
|