Nisa Investment Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.2K | Buy |
5,486
+900
| +20% | +$17K | ﹤0.01% | 1442 |
|
|
2025
Q4 | $86.4K | Sell |
4,586
-182
| -4% | -$3.05K | ﹤0.01% | 1479 |
|
|
2025
Q3 | $69.3K | Sell |
4,768
-85
| -2% | -$1.21K | ﹤0.01% | 1539 |
|
|
2025
Q2 | $94.8K | Buy |
4,853
+48
| +1% | +$853 | ﹤0.01% | 1414 |
|
|
2025
Q1 | $85.3K | Sell |
4,805
-73
| -1% | -$1.57K | ﹤0.01% | 1442 |
|
|
2024
Q4 | $104K | Buy |
4,878
+73
| +2% | +$1.77K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $150K | Sell |
4,805
-1,720
| -26% | -$42.8K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $101K | Buy |
6,525
+12
| +0.2% | +$145 | ﹤0.01% | 1474 |
|
|
2024
Q1 | $69K | Buy |
6,513
+73
| +1% | +$730 | ﹤0.01% | 1574 |
|
|
2023
Q4 | $77.3K | Buy |
6,440
+5,253
| +443% | +$43K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $8.31K | Buy |
1,187
+41
| +4% | +$379 | ﹤0.01% | 2213 |
|
|
2023
Q2 | $9.74K | Sell |
1,146
-824
| -42% | -$6.87K | ﹤0.01% | 2261 |
|
|
2023
Q1 | $18K | Buy |
1,970
+1,630
| +479% | +$20.8K | ﹤0.01% | 2030 |
|
|
2022
Q4 | $4K | Sell |
340
-44
| -11% | -$652 | ﹤0.01% | 2306 |
|
|
2022
Q3 | $7K | Buy |
384
+44
| +13% | +$944 | ﹤0.01% | 2243 |
|
|
2022
Q2 | $7K | Sell |
340
-1,000
| -75% | -$27.7K | ﹤0.01% | 2232 |
|
|
2022
Q1 | $50K | Sell |
1,340
-1,150
| -46% | -$44.8K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $104K | Sell |
2,490
-1,150
| -32% | -$60K | ﹤0.01% | 1504 |
|
|
2021
Q3 | $231 | Hold |
3,640
| – | – | ﹤0.01% | 1352 |
|
|
2021
Q2 | $333 | Buy |
3,640
+1,300
| +56% | +$103K | ﹤0.01% | 1251 |
|
|
2021
Q1 | $159 | Hold |
2,340
| – | – | ﹤0.01% | 1554 |
|
|
2020
Q4 | $170K | Buy |
2,340
+550
| +31% | +$31.9K | ﹤0.01% | 1532 |
|
|
2020
Q3 | $68K | Buy |
1,790
+1,350
| +307% | +$45.6K | ﹤0.01% | 1670 |
|
|
2020
Q2 | $16K | Hold |
440
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q1 | $10K | Hold |
440
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q4 | $9K | Hold |
440
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q3 | $10K | Buy |
440
+190
| +76% | +$5.26K | ﹤0.01% | 1775 |
|
|
2019
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q1 | $8K | Buy |
+250
| New | +$7.28K | ﹤0.01% | 1811 |
|
Other funds holding CDNA
AIM
DM
B
VCM
GS
