BerganKDV 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
Q2 | $4.93K | Sell |
21
-59
| -74% | -$13.8K | ﹤0.01% | 611 |
|
|
2023
Q1 | $16.8K | Sell |
80
-1
| -1% | -$210 | ﹤0.01% | 536 |
|
|
2022
Q4 | $13K | Hold |
81
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $13K | Sell |
81
-94
| -54% | -$15.1K | ﹤0.01% | 534 |
|
|
2022
Q2 | $26K | Hold |
175
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $29K | Hold |
175
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $33K | Hold |
175
| – | – | ﹤0.01% | 477 |
|
|
2021
Q3 | $27K | Hold |
175
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $24K | Hold |
175
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $24K | Hold |
175
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $24K | Buy |
175
+94
| +116% | +$12.9K | ﹤0.01% | 441 |
|
|
2020
Q3 | $9K | Hold |
81
| – | – | ﹤0.01% | 514 |
|
|
2020
Q2 | $8K | Sell |
81
-70
| -46% | -$6.91K | ﹤0.01% | 562 |
|
|
2020
Q1 | $10K | Hold |
151
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $10K | Buy |
+151
| New | +$10K | ﹤0.01% | 526 |
|