JWM
Jacobus Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-71,217
| Closed | -$1.25M | – | 310 |
|
|
2014
Q2 | $1.25M | Sell |
71,217
-13,115
| -16% | -$229K | 0.32% | 68 |
|
|
2014
Q1 | $1.31M | Sell |
84,332
-10,675
| -11% | -$166K | 0.32% | 59 |
|
|
2013
Q4 | $1.33M | Buy |
95,007
+47,826
| +101% | +$671K | 0.39% | 56 |
|
|
2013
Q3 | $637K | Sell |
47,181
-11,880
| -20% | -$160K | 0.22% | 83 |
|
|
2013
Q2 | $855K | Buy |
+59,061
| New | +$855K | 0.31% | 67 |
|