Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $51.3K | Buy |
188
+9
| +5% | +$2.46K | ﹤0.01% | 380 |
|
|
2023
Q3 | $41.9K | Hold |
179
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $42K | Hold |
179
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $37.6K | Sell |
179
-12
| -6% | -$2.52K | ﹤0.01% | 372 |
|
|
2022
Q4 | $31K | Buy |
191
+12
| +7% | +$1.95K | ﹤0.01% | 401 |
|
|
2022
Q3 | $29K | Hold |
179
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $27K | Hold |
179
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $29K | Hold |
179
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $33K | Hold |
179
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $27K | Hold |
179
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $24K | Hold |
179
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $25K | Buy |
179
+136
| +316% | +$19K | ﹤0.01% | 334 |
|
|
2020
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 468 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | -$1K | – | 628 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 517 |
|
|
2019
Q2 | $1K | Sell |
20
-78
| -80% | -$3.9K | ﹤0.01% | 546 |
|
|
2019
Q1 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 410 |
|