Woodmont Investment Counsel’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 |
-7,013
| Closed | -$444K | – | 217 |
|
|
2021
Q3 | $444K | Buy |
7,013
+4,310
| +159% | +$273K | 0.06% | 154 |
|
|
2021
Q2 | $247K | Buy |
+2,703
| New | +$247K | 0.04% | 178 |
|
|
2021
Q1 | – | Sell |
-3,073
| Closed | -$223K | – | 194 |
|
|
2020
Q4 | $223K | Buy |
+3,073
| New | +$223K | 0.04% | 164 |
|
|
2019
Q3 | – | Sell |
-11,184
| Closed | -$402K | – | 169 |
|
|
2019
Q2 | $402K | Sell |
11,184
-1,195
| -10% | -$43K | 0.1% | 133 |
|
|
2019
Q1 | $390K | Sell |
12,379
-11,700
| -49% | -$369K | 0.1% | 135 |
|
|
2018
Q4 | $605K | Buy |
24,079
+6,200
| +35% | +$156K | 0.17% | 116 |
|
|
2018
Q3 | $516K | Sell |
17,879
-18,870
| -51% | -$545K | 0.14% | 118 |
|
|
2018
Q2 | $450K | Sell |
36,749
-54,306
| -60% | -$665K | 0.12% | 123 |
|
|
2018
Q1 | $726K | Buy |
91,055
+6,866
| +8% | +$54.7K | 0.2% | 105 |
|
|
2017
Q4 | $618K | Buy |
+84,189
| New | +$618K | 0.16% | 118 |
|