Valeo Financial Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-268
| Closed | -$18K | – | 660 |
|
|
2021
Q1 | $18K | Hold |
268
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q4 | $19K | Hold |
268
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q3 | $10K | Hold |
268
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q1 | $6K | Hold |
268
| – | – | ﹤0.01% | 1191 |
|
|
2019
Q4 | $6K | Hold |
268
| – | – | ﹤0.01% | 1210 |
|
|
2019
Q3 | $6K | Hold |
268
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q2 | $10K | Sell |
268
-68
| -20% | -$2.54K | ﹤0.01% | 1012 |
|
|
2019
Q1 | $11K | Sell |
336
-97
| -22% | -$3.18K | ﹤0.01% | 927 |
|
|
2018
Q4 | $11K | Hold |
433
| – | – | ﹤0.01% | 845 |
|
|
2018
Q3 | $11K | Sell |
433
-151
| -26% | -$3.84K | ﹤0.01% | 924 |
|
|
2018
Q2 | $10K | Buy |
584
+28
| +5% | +$479 | ﹤0.01% | 926 |
|
|
2018
Q1 | $4K | Hold |
556
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $4K | Sell |
556
-299
| -35% | -$2.15K | ﹤0.01% | 1058 |
|
|
2017
Q3 | $3K | Buy |
+855
| New | +$3K | ﹤0.01% | 938 |
|