Gerber Kawasaki Wealth & Investment Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,363
| Closed | -$271K | – | 134 |
|
|
2020
Q1 | $271K | Sell |
14,363
-1,800
| -11% | -$34K | 0.08% | 103 |
|
|
2019
Q4 | $507K | Sell |
16,163
-1,900
| -11% | -$59.6K | 0.13% | 76 |
|
|
2019
Q3 | $534K | Hold |
18,063
| – | – | 0.15% | 75 |
|
|
2019
Q2 | $524K | Hold |
18,063
| – | – | 0.15% | 72 |
|
|
2019
Q1 | $509K | Sell |
18,063
-4,300
| -19% | -$121K | 0.15% | 69 |
|
|
2018
Q4 | $584K | Buy |
+22,363
| New | +$584K | 0.21% | 58 |
|