Advisor Partners II’s Cadence Bank CADE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$438K Buy
20,667
+207
+1% +$4.39K 0.02% 775
2023
Q2
$402K Sell
20,460
-1,073
-5% -$21.1K 0.02% 677
2023
Q1
$447K Sell
21,533
-428
-2% -$8.89K 0.02% 591
2022
Q4
$542K Sell
21,961
-5,164
-19% -$127K 0.03% 492
2022
Q3
$689K Buy
+27,125
New +$689K 0.05% 364