Fortis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,872
| Closed | -$503K | – | 260 |
|
|
2024
Q4 | $503K | Buy |
+1,872
| New | +$503K | 0.17% | 105 |
|
|
2024
Q3 | – | Sell |
-1,872
| Closed | -$576K | – | 178 |
|
|
2024
Q2 | $576K | Buy |
1,872
+15
| +0.8% | +$4.62K | 0.21% | 89 |
|
|
2024
Q1 | $578K | Sell |
1,857
-30
| -2% | -$9.34K | 0.24% | 74 |
|
|
2023
Q4 | $514K | Buy |
+1,887
| New | +$514K | 0.27% | 56 |
|
|
2023
Q2 | – | Sell |
-69
| Closed | -$14.5K | – | 185 |
|
|
2023
Q1 | $14.5K | Sell |
69
-5
| -7% | -$1.05K | 0.01% | 428 |
|
|
2022
Q4 | $11.9K | Buy |
+74
| New | +$11.9K | 0.01% | 460 |
|