Kowal Investment Group’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
Q3
$241K Sell
890
-1,010
-53% -$274K 0.04% 176
2024
Q2
$585K Buy
1,900
+404
+27% +$124K 0.12% 95
2024
Q1
$466K Buy
1,496
+378
+34% +$118K 0.1% 105
2023
Q4
$305K Buy
1,118
+160
+17% +$43.6K 0.07% 125
2023
Q3
$224K Sell
958
-1
-0.1% -$234 0.06% 138
2023
Q2
$225K Sell
959
-334
-26% -$78.3K 0.06% 148
2023
Q1
$272K Buy
+1,293
New +$272K 0.08% 128
2021
Q4
Sell
-281
Closed -$43K 262
2021
Q3
$43K Buy
+281
New +$43K 0.01% 261