Arete Wealth Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,713
| Closed | -$354K | – | 155 |
|
|
2014
Q4 | $354K | Buy |
15,713
+58
| +0.4% | +$1.31K | 0.25% | 88 |
|
|
2014
Q3 | $315K | Buy |
15,655
+32
| +0.2% | +$644 | 0.24% | 88 |
|
|
2014
Q2 | $384K | Buy |
15,623
+31
| +0.2% | +$762 | 0.3% | 78 |
|
|
2014
Q1 | $389K | Buy |
+15,592
| New | +$389K | 0.36% | 67 |
|