Altium 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
Q2
$433K Sell
2,883
-8
-0.3% -$1.2K 0.03% 259
2022
Q1
$475K Buy
2,891
+109
+4% +$17.9K 0.03% 264
2021
Q4
$518K Hold
2,782
0.03% 249
2021
Q3
$421K Hold
2,782
0.03% 254
2021
Q2
$381K Sell
2,782
-47
-2% -$6.44K 0.03% 275
2021
Q1
$388K Sell
2,829
-115
-4% -$15.8K 0.03% 264
2020
Q4
$402K Buy
2,944
+4
+0.1% +$546 0.04% 239
2020
Q3
$313K Hold
2,940
0.03% 255
2020
Q2
$282K Sell
2,940
-115
-4% -$11K 0.03% 276
2020
Q1
$202K Sell
3,055
-442
-13% -$29.2K 0.03% 294
2019
Q4
$243K Sell
3,497
-138
-4% -$9.59K 0.03% 241
2019
Q3
$240K Sell
3,635
-224
-6% -$14.8K 0.03% 241
2019
Q2
$273K Buy
3,859
+21
+0.5% +$1.49K 0.04% 226
2019
Q1
$244K Buy
+3,838
New +$244K 0.04% 235