CWM
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Concentric Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Concentric Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,596
Closed -$435K – 138
2023
Q4 		$435K Buy
+1,596
New +$435K 0.13% 96