Invictus Private Wealth’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
787
-151
| -16% | -$46.5K | 0.02% | 75 |
|
|
2025
Q1 | $239K | Sell |
938
-63
| -6% | -$16K | 0.02% | 75 |
|
|
2024
Q4 | $301K | Sell |
1,001
-160
| -14% | -$48.1K | 0.02% | 71 |
|
|
2024
Q3 | $315K | Sell |
1,161
-221
| -16% | -$59.9K | 0.02% | 73 |
|
|
2024
Q2 | $425K | Sell |
1,382
-102
| -7% | -$31.4K | 0.04% | 60 |
|
|
2024
Q1 | $462K | Sell |
1,484
-97
| -6% | -$30.2K | 0.04% | 55 |
|
|
2023
Q4 | $431K | Sell |
1,581
-29
| -2% | -$7.9K | 0.04% | 60 |
|
|
2023
Q3 | $377K | Hold |
1,610
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $378K | Hold |
1,610
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $338K | Hold |
1,610
| – | – | 0.04% | 65 |
|
|
2022
Q4 | $259K | Buy |
+1,610
| New | +$259K | 0.03% | 77 |
|