GWS
Glassman Wealth Services’s Cadence Bank CADE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17
| Closed | -$353 | – | 1919 |
|
2023
Q1 | $353 | Buy |
+17
| New | +$353 | ﹤0.01% | 1673 |
|
2022
Q1 | – | Sell |
-13
| Closed | – | – | 1667 |
|
2021
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1665 |
|
2021
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1604 |
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 1247 |
|
2020
Q1 | $0 | Sell |
3
-10
| -77% | – | ﹤0.01% | 1162 |
|
2019
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1201 |
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 1074 |
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1100 |
|