Affinity Investment Advisors’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,750
| Closed | -$545K | – | 125 |
|
|
2024
Q1 | $545K | Hold |
1,750
| – | – | 0.4% | 83 |
|
|
2023
Q4 | $477K | Sell |
1,750
-166
| -9% | -$45.2K | 0.32% | 92 |
|
|
2023
Q3 | $449K | Sell |
1,916
-602
| -24% | -$141K | 0.29% | 131 |
|
|
2023
Q2 | $591K | Hold |
2,518
| – | – | 0.34% | 110 |
|
|
2023
Q1 | $529K | Hold |
2,518
| – | – | 0.28% | 132 |
|
|
2022
Q4 | $404K | Sell |
2,518
-390
| -13% | -$62.7K | 0.19% | 156 |
|
|
2022
Q3 | $475K | Hold |
2,908
| – | – | 0.25% | 136 |
|
|
2022
Q2 | $436K | Buy |
+2,908
| New | +$436K | 0.21% | 146 |
|