Plante Moran Financial Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$37K | – | 982 |
|
|
2022
Q1 | $37K | Hold |
1,000
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $45K | Hold |
1,000
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $63K | Hold |
1,000
| – | – | 0.01% | 337 |
|
|
2021
Q2 | $92K | Hold |
1,000
| – | – | 0.02% | 260 |
|
|
2021
Q1 | $68K | Hold |
1,000
| – | – | 0.02% | 302 |
|
|
2020
Q4 | $72K | Sell |
1,000
-672
| -40% | -$48.4K | 0.02% | 287 |
|
|
2020
Q3 | $63K | Hold |
1,672
| – | – | 0.02% | 284 |
|
|
2020
Q2 | $59K | Hold |
1,672
| – | – | 0.02% | 273 |
|
|
2020
Q1 | $36K | Hold |
1,672
| – | – | 0.02% | 304 |
|
|
2019
Q4 | $36K | Buy |
1,672
+672
| +67% | +$14.5K | 0.01% | 367 |
|
|
2019
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 465 |
|
|
2019
Q2 | $36K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $32K | Sell |
1,000
-500
| -33% | -$16K | 0.01% | 404 |
|
|
2018
Q4 | $38K | Hold |
1,500
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $43K | Buy |
+1,500
| New | +$43K | 0.01% | 332 |
|