Steward Partners Investment Advisory’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-225
| Closed | -$2.7K | – | 3585 |
|
|
2023
Q4 | $2.7K | Hold |
225
| – | – | ﹤0.01% | 3150 |
|
|
2023
Q3 | $1.58K | Sell |
225
-35
| -13% | -$245 | ﹤0.01% | 3120 |
|
|
2023
Q2 | $2.21K | Hold |
260
| – | – | ﹤0.01% | 3009 |
|
|
2023
Q1 | $2.38K | Sell |
260
-240
| -48% | -$2.19K | ﹤0.01% | 2982 |
|
|
2022
Q4 | $5.71K | Hold |
500
| – | – | ﹤0.01% | 2728 |
|
|
2022
Q3 | $9K | Sell |
500
-200
| -29% | -$3.6K | ﹤0.01% | 2565 |
|
|
2022
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 2341 |
|
|
2022
Q1 | $26K | Sell |
700
-148
| -17% | -$5.5K | ﹤0.01% | 2235 |
|
|
2021
Q4 | $39K | Sell |
848
-673
| -44% | -$31K | ﹤0.01% | 2024 |
|
|
2021
Q3 | $96K | Buy |
1,521
+18
| +1% | +$1.14K | ﹤0.01% | 1566 |
|
|
2021
Q2 | $138K | Sell |
1,503
-325
| -18% | -$29.8K | ﹤0.01% | 1846 |
|
|
2021
Q1 | $124K | Sell |
1,828
-170
| -9% | -$11.6K | ﹤0.01% | 1512 |
|
|
2020
Q4 | $145K | Sell |
1,998
-87
| -4% | -$6.31K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $79K | Buy |
2,085
+350
| +20% | +$13.3K | ﹤0.01% | 1307 |
|
|
2020
Q2 | $61K | Hold |
1,735
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q1 | $37K | Buy |
1,735
+1,532
| +755% | +$32.7K | ﹤0.01% | 1376 |
|
|
2019
Q4 | $4K | Sell |
203
-7,327
| -97% | -$144K | ﹤0.01% | 2286 |
|
|
2019
Q3 | $170K | Buy |
7,530
+1,347
| +22% | +$30.4K | 0.01% | 891 |
|
|
2019
Q2 | $222K | Buy |
+6,183
| New | +$222K | 0.01% | 779 |
|