Lenox Wealth Management’s Cadence Bancorporation CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-780
| Closed | -$16K | – | 755 |
|
|
2019
Q2 | $16K | Buy |
780
+71
| +10% | +$1.46K | ﹤0.01% | 378 |
|
|
2019
Q1 | $13K | Buy |
709
+680
| +2,345% | +$12.5K | ﹤0.01% | 420 |
|
|
2018
Q4 | $3K | Buy |
29
+27
| +1,350% | +$2.79K | ﹤0.01% | 531 |
|
|
2018
Q3 | $2K | Sell |
2
-409
| -100% | -$409K | ﹤0.01% | 599 |
|
|
2018
Q2 | $12K | Buy |
+411
| New | +$12K | ﹤0.01% | 355 |
|