OIA
OneDigital Investment Advisors’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,700
| Closed | -$211K | – | 721 |
|
|
2022
Q1 | $211K | Hold |
5,700
| – | – | 0.01% | 685 |
|
|
2021
Q4 | $259K | Sell |
5,700
-567
| -9% | -$25.8K | 0.01% | 627 |
|
|
2021
Q3 | $397K | Sell |
6,267
-812
| -11% | -$51.4K | 0.02% | 479 |
|
|
2021
Q2 | $648K | Hold |
7,079
| – | – | 0.03% | 346 |
|
|
2021
Q1 | $482K | Hold |
7,079
| – | – | 0.02% | 388 |
|
|
2020
Q4 | $513K | Buy |
7,079
+1,379
| +24% | +$99.9K | 0.03% | 344 |
|
|
2020
Q3 | $216K | Hold |
5,700
| – | – | 0.01% | 524 |
|
|
2020
Q2 | $202K | Buy |
+5,700
| New | +$202K | 0.01% | 539 |
|
|
2019
Q3 | – | Sell |
-5,900
| Closed | -$212K | – | 609 |
|
|
2019
Q2 | $212K | Buy |
+5,900
| New | +$212K | 0.02% | 392 |
|