AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-179
| Closed | -$55.1K | – | 545 |
|
|
2024
Q2 | $55.1K | Hold |
179
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $55.7K | Hold |
179
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $48.8K | Hold |
179
| – | – | 0.03% | 213 |
|
|
2023
Q3 | $41.9K | Hold |
179
| – | – | 0.03% | 216 |
|
|
2023
Q2 | $42K | Buy |
179
+52
| +41% | +$12.2K | 0.03% | 227 |
|
|
2023
Q1 | $26.7K | Buy |
+127
| New | +$26.7K | 0.02% | 276 |
|
|
2022
Q1 | – | Sell |
-339
| Closed | -$63K | – | 508 |
|
|
2021
Q4 | $63K | Sell |
339
-62
| -15% | -$11.5K | 0.04% | 192 |
|
|
2021
Q3 | $61K | Hold |
401
| – | – | 0.04% | 198 |
|
|
2021
Q2 | $55K | Sell |
401
-14
| -3% | -$1.92K | 0.03% | 220 |
|
|
2021
Q1 | $57K | Buy |
415
+25
| +6% | +$3.43K | 0.04% | 209 |
|
|
2020
Q4 | $53K | Hold |
390
| – | – | 0.04% | 193 |
|
|
2020
Q3 | $42K | Buy |
390
+130
| +50% | +$14K | 0.03% | 211 |
|
|
2020
Q2 | $25K | Buy |
+260
| New | +$25K | 0.02% | 246 |
|