Stratos Wealth Partners’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,158
| Closed | -$263K | – | 1263 |
|
2021
Q3 | $263K | Sell |
4,158
-701
| -14% | -$44.3K | 0.01% | 986 |
|
2021
Q2 | $445K | Sell |
4,859
-1,134
| -19% | -$104K | 0.01% | 814 |
|
2021
Q1 | $408K | Sell |
5,993
-373
| -6% | -$25.4K | 0.01% | 774 |
|
2020
Q4 | $461K | Buy |
+6,366
| New | +$461K | 0.01% | 706 |
|