Spearhead Capital 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 |
-7,452
| Closed | -$276K | – | 184 |
|
2022
Q1 | $276K | Buy |
7,452
+1,915
| +35% | +$70.9K | 0.03% | 146 |
|
2021
Q4 | $252K | Buy |
5,537
+92
| +2% | +$4.19K | 0.03% | 161 |
|
2021
Q3 | $345K | Sell |
5,445
-11
| -0.2% | -$697 | 0.05% | 139 |
|
2021
Q2 | $499K | Buy |
5,456
+721
| +15% | +$65.9K | 0.07% | 98 |
|
2021
Q1 | $322K | Sell |
4,735
-5,308
| -53% | -$361K | 0.05% | 150 |
|
2020
Q4 | $728K | Buy |
10,043
+115
| +1% | +$8.34K | 0.12% | 70 |
|
2020
Q3 | $377K | Buy |
9,928
+537
| +6% | +$20.4K | 0.07% | 102 |
|
2020
Q2 | $333K | Buy |
+9,391
| New | +$333K | 0.07% | 90 |
|