Jackson Wealth Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15,202
| Closed | -$4.12M | – | 162 |
|
2024
Q3 | $4.12M | Buy |
15,202
+6,928
| +84% | +$1.88M | 0.49% | 53 |
|
2024
Q2 | $2.55M | Sell |
8,274
-6,368
| -43% | -$1.96M | 0.55% | 49 |
|
2024
Q1 | $4.56M | Buy |
14,642
+1,014
| +7% | +$316K | 0.57% | 45 |
|
2023
Q4 | $3.71M | Buy |
13,628
+406
| +3% | +$111K | 0.49% | 46 |
|
2023
Q3 | $3.1M | Buy |
13,222
+302
| +2% | +$70.8K | 0.44% | 51 |
|
2023
Q2 | $3.03M | Buy |
12,920
+949
| +8% | +$223K | 0.44% | 49 |
|
2023
Q1 | $2.51M | Buy |
+11,971
| New | +$2.51M | 1.89% | 11 |
|