Envestnet Asset Management’s Cadre Holdings CDRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
24,435
-11,123
| -31% | -$354K | ﹤0.01% | 3412 |
|
|
2025
Q1 | $1.05M | Buy |
35,558
+3,821
| +12% | +$113K | ﹤0.01% | 3161 |
|
|
2024
Q4 | $1.03M | Buy |
31,737
+5,236
| +20% | +$169K | ﹤0.01% | 3157 |
|
|
2024
Q3 | $1.01M | Buy |
26,501
+9,714
| +58% | +$369K | ﹤0.01% | 3133 |
|
|
2024
Q2 | $563K | Buy |
16,787
+3,741
| +29% | +$126K | ﹤0.01% | 3381 |
|
|
2024
Q1 | $472K | Buy |
13,046
+2,212
| +20% | +$80.1K | ﹤0.01% | 3470 |
|
|
2023
Q4 | $356K | Buy |
+10,834
| New | +$356K | ﹤0.01% | 3516 |
|