Creative Planning’s Cadence Bancorporation CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,646
| Closed | -$262K | – | 2486 |
|
|
2021
Q1 | $262K | Buy |
12,646
+500
| +4% | +$10.4K | ﹤0.01% | 1852 |
|
|
2020
Q4 | $199K | Sell |
12,146
-10,775
| -47% | -$177K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $197K | Buy |
22,921
+351
| +2% | +$3.02K | ﹤0.01% | 1662 |
|
|
2020
Q2 | $200K | Hold |
22,570
| – | – | ﹤0.01% | 1515 |
|
|
2020
Q1 | $148K | Buy |
22,570
+838
| +4% | +$5.5K | ﹤0.01% | 1444 |
|
|
2019
Q4 | $394K | Buy |
21,732
+6,553
| +43% | +$119K | ﹤0.01% | 1236 |
|
|
2019
Q3 | $266K | Sell |
15,179
-2,420
| -14% | -$42.4K | ﹤0.01% | 1426 |
|
|
2019
Q2 | $366K | Sell |
17,599
-2,239
| -11% | -$46.6K | ﹤0.01% | 1242 |
|
|
2019
Q1 | $368K | Buy |
+19,838
| New | +$368K | ﹤0.01% | 1205 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$4K | – | 4648 |
|
|
2017
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 4080 |
|