Heritage Trust’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-107
| Closed | -$3K | – | 212 |
|
|
2018
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 376 |
|
|
2018
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 382 |
|
|
2018
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 333 |
|
|
2017
Q4 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 344 |
|