Baker Tilly 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
Q2 | – | Sell |
-685
| Closed | -$213K | – | 300 |
|
|
2024
Q1 | $213K | Buy |
+685
| New | +$213K | 0.04% | 401 |
|
|
2023
Q3 | – | Sell |
-1,327
| Closed | -$311K | – | 477 |
|
|
2023
Q2 | $311K | Buy |
1,327
+16
| +1% | +$3.75K | 0.03% | 448 |
|
|
2023
Q1 | $275K | Buy |
+1,311
| New | +$275K | 0.03% | 466 |
|
|
2022
Q1 | – | Sell |
-1,075
| Closed | -$200K | – | 529 |
|
|
2021
Q4 | $200K | Buy |
+1,075
| New | +$200K | 0.02% | 507 |
|