Kolinsky 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 | $305K | Sell |
1,015
-108
| -10% | -$32.5K | 0.19% | 115 |
|
2024
Q3 | $304K | Buy |
1,123
+80
| +8% | +$21.7K | 0.2% | 115 |
|
2024
Q2 | $321K | Sell |
1,043
-33
| -3% | -$10.2K | 0.23% | 102 |
|
2024
Q1 | $335K | Sell |
1,076
-13
| -1% | -$4.05K | 0.26% | 96 |
|
2023
Q4 | $297K | Sell |
1,089
-73
| -6% | -$19.9K | 0.26% | 98 |
|
2023
Q3 | $272K | Buy |
1,162
+64
| +6% | +$15K | 0.27% | 89 |
|
2023
Q2 | $251K | Sell |
1,098
-239
| -18% | -$54.6K | 0.24% | 103 |
|
2023
Q1 | $281K | Buy |
+1,337
| New | +$281K | 0.3% | 85 |
|
2022
Q2 | – | Sell |
-1,338
| Closed | -$220K | – | 129 |
|
2022
Q1 | $220K | Sell |
1,338
-149
| -10% | -$24.5K | 0.22% | 123 |
|
2021
Q4 | $277K | Buy |
+1,487
| New | +$277K | 0.26% | 102 |
|