Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-324
| Closed | -$50K | – | 307 |
|
|
2021
Q3 | $50K | Sell |
324
-27
| -8% | -$4.17K | 0.02% | 424 |
|
|
2021
Q2 | $48K | Buy |
351
+107
| +44% | +$14.6K | 0.02% | 321 |
|
|
2021
Q1 | $32K | Hold |
244
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $32K | Buy |
244
+18
| +8% | +$2.36K | 0.02% | 365 |
|
|
2020
Q3 | $24K | Hold |
226
| – | – | 0.01% | 367 |
|
|
2020
Q2 | $22K | Hold |
226
| – | – | 0.02% | 367 |
|
|
2020
Q1 | $15K | Hold |
226
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $15K | Hold |
226
| – | – | 0.01% | 456 |
|
|
2019
Q3 | $15K | Buy |
226
+163
| +259% | +$10.8K | 0.01% | 439 |
|
|
2019
Q2 | $4K | Buy |
63
+21
| +50% | +$1.33K | ﹤0.01% | 686 |
|
|
2019
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 623 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 700 |
|