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True Wealth Design’s CareDx CDNA Stock Holding History

True Wealth Design’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40 Buy
+2
New +$40 ﹤0.01% 2420
2025
Q1 		– Sell
-380
Closed -$8.14K – 2654
2024
Q4 		$8.14K Buy
380
+79
+26% +$1.69K ﹤0.01% 451
2024
Q3 		$9.4K Buy
+301
New +$9.4K ﹤0.01% 432