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

Confluence Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,302
Closed -$797K – 115
2020
Q2 		$797K Buy
8,302
+4,148
+100% +$398K 0.38% 63
2020
Q1 		$274K Buy
+4,154
New +$274K 0.15% 94