Disciplined Investments’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22
| Closed | -$432 | – | 314 |
|
|
2023
Q2 | $432 | Sell |
22
-12
| -35% | -$236 | ﹤0.01% | 1278 |
|
|
2023
Q1 | $706 | Buy |
34
+11
| +48% | +$228 | ﹤0.01% | 1109 |
|
|
2022
Q4 | $567 | Sell |
23
-11
| -32% | -$271 | ﹤0.01% | 1146 |
|
|
2022
Q3 | $1K | Buy |
34
+12
| +55% | +$353 | ﹤0.01% | 811 |
|
|
2022
Q2 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 830 |
|
|
2022
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 889 |
|