Hennessy Advisors Inc’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-44,900
| Closed | -$932K | – | 228 |
|
|
2023
Q1 | $932K | Sell |
44,900
-28,100
| -38% | -$583K | 0.07% | 203 |
|
|
2022
Q4 | $1.8M | Sell |
73,000
-12,000
| -14% | -$296K | 0.12% | 217 |
|
|
2022
Q3 | $2.16M | Sell |
85,000
-5,000
| -6% | -$127K | 0.15% | 201 |
|
|
2022
Q2 | $2.11M | Sell |
90,000
-26,000
| -22% | -$610K | 0.13% | 226 |
|
|
2022
Q1 | $3.39M | Sell |
116,000
-14,000
| -11% | -$410K | 0.18% | 160 |
|
|
2021
Q4 | $3.87M | Buy |
+130,000
| New | +$3.87M | 0.22% | 163 |
|