B. Riley Wealth Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $241 | Buy |
+10,272
| New | +$241 | ﹤0.01% | 605 |
|
|
2015
Q3 | – | Sell |
-5,700
| Closed | -$146K | – | 222 |
|
|
2015
Q2 | $146K | Sell |
5,700
-500
| -8% | -$12.8K | 0.12% | 220 |
|
|
2015
Q1 | $143K | Hold |
6,200
| – | – | 0.11% | 230 |
|
|
2014
Q4 | $139K | Hold |
6,200
| – | – | 0.11% | 212 |
|
|
2014
Q3 | $124K | Buy |
6,200
+2,800
| +82% | +$56K | 0.09% | 261 |
|
|
2014
Q2 | $83K | Hold |
3,400
| – | – | 0.05% | 382 |
|
|
2014
Q1 | $85K | Buy |
+3,400
| New | +$85K | 0.06% | 340 |
|