Financial Synergies Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$623 | – | 131 |
|
|
2024
Q1 | $623 | Hold |
2
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $322 | Hold |
2
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $469 | Hold |
2
| – | – | ﹤0.01% | 447 |
|
|
2023
Q2 | $470 | Hold |
2
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $421 | Hold |
2
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $322 | Hold |
2
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $327 | Hold |
2
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $301 | Buy |
+2
| New | +$301 | ﹤0.01% | 439 |
|