TCI Wealth Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-334
| Closed | -$3.05K | – | 547 |
|
2023
Q1 | $3.05K | Buy |
+334
| New | +$3.05K | ﹤0.01% | 1845 |
|
2021
Q4 | – | Sell |
-170
| Closed | -$11K | – | 2316 |
|
2021
Q3 | $11K | Buy |
170
+3
| +2% | +$194 | ﹤0.01% | 1007 |
|
2021
Q2 | $15K | Buy |
167
+103
| +161% | +$9.25K | ﹤0.01% | 683 |
|
2021
Q1 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 1328 |
|