Buckley 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
Q3 | – | Sell |
-977
| Closed | -$229K | – | 105 |
|
|
2023
Q2 | $229K | Buy |
+977
| New | +$229K | 0.08% | 121 |
|
|
2023
Q1 | – | Sell |
-1,298
| Closed | -$209K | – | 105 |
|
|
2022
Q4 | $209K | Sell |
1,298
-33
| -2% | -$5.3K | 0.08% | 105 |
|
|
2022
Q3 | $218K | Sell |
1,331
-846
| -39% | -$139K | 0.08% | 106 |
|
|
2022
Q2 | $327K | Sell |
2,177
-19
| -0.9% | -$2.85K | 0.11% | 111 |
|
|
2022
Q1 | $361K | Buy |
2,196
+895
| +69% | +$147K | 0.1% | 106 |
|
|
2021
Q4 | $242K | Buy |
+1,301
| New | +$242K | 0.07% | 116 |
|
|
2018
Q2 | – | Sell |
-14,530
| Closed | -$534K | – | 159 |
|
|
2018
Q1 | $534K | Buy |
14,530
+525
| +4% | +$19.3K | 0.26% | 91 |
|
|
2017
Q4 | $586K | Buy |
+14,005
| New | +$586K | 0.29% | 82 |
|