Affinity Wealth Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,458
| Closed | -$224K | – | 106 |
|
|
2021
Q4 | $224K | Sell |
1,458
-190
| -12% | -$29.2K | 0.05% | 106 |
|
|
2021
Q3 | $243K | Hold |
1,648
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $232K | Hold |
1,648
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $232K | Sell |
1,648
-326
| -17% | -$45.9K | 0.05% | 89 |
|
|
2020
Q4 | $272K | Hold |
1,974
| – | – | 0.06% | 78 |
|
|
2020
Q3 | $210K | Hold |
1,974
| – | – | 0.06% | 74 |
|
|
2020
Q2 | $216K | Buy |
+1,974
| New | +$216K | 0.27% | 45 |
|
|
2020
Q1 | – | Sell |
-4,092
| Closed | -$284K | – | 56 |
|
|
2019
Q4 | $284K | Sell |
4,092
-911
| -18% | -$63.2K | 0.11% | 75 |
|
|
2019
Q3 | $331K | Sell |
5,003
-513
| -9% | -$33.9K | 0.13% | 67 |
|
|
2019
Q2 | $391K | Buy |
5,516
+582
| +12% | +$41.3K | 0.15% | 70 |
|
|
2019
Q1 | $313K | Buy |
+4,934
| New | +$313K | 0.12% | 79 |
|
|
2017
Q3 | $250K | Hold |
6,345
| – | – | 0.15% | 56 |
|
|
2017
Q2 | $212K | Buy |
+6,345
| New | +$212K | 0.13% | 64 |
|