Elevation Wealth Partners’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6K | Hold |
83
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $21.1K | Sell |
83
-154
| -65% | -$39.2K | 0.01% | 308 |
|
|
2024
Q4 | $71.2K | Hold |
237
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $64.2K | Hold |
237
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $72.9K | Hold |
237
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $73.8K | Buy |
+237
| New | +$73.8K | 0.04% | 189 |
|