Gideon 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-6,836
| Closed | -$286K | – | 357 |
|
2017
Q4 | $286K | Buy |
+6,836
| New | +$286K | 0.25% | 175 |
|
2017
Q2 | – | Sell |
-19,968
| Closed | -$627K | – | 272 |
|
2017
Q1 | $627K | Buy |
19,968
+2,858
| +17% | +$89.7K | 0.37% | 64 |
|
2016
Q4 | $432K | Buy |
+17,110
| New | +$432K | 0.28% | 121 |
|
2016
Q3 | – | Sell |
-34,573
| Closed | -$840K | – | 192 |
|
2016
Q2 | $840K | Buy |
+34,573
| New | +$840K | 0.49% | 67 |
|