IBEX Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,705
| Closed | -$318K | – | 178 |
|
|
2021
Q4 | $318K | Hold |
1,705
| – | – | 0.06% | 147 |
|
|
2021
Q3 | $258K | Hold |
1,705
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $233K | Buy |
+1,705
| New | +$233K | 0.05% | 163 |
|
|
2019
Q3 | – | Sell |
-817
| Closed | -$57K | – | 119 |
|
|
2019
Q2 | $57K | Buy |
+817
| New | +$57K | 0.02% | 201 |
|
|
2017
Q1 | – | Sell |
-2,591
| Closed | -$67K | – | 121 |
|
|
2016
Q4 | $67K | Buy |
+2,591
| New | +$67K | 0.03% | 164 |
|