Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-50
| Closed | -$13.6K | – | 408 |
|
|
2023
Q4 | $13.6K | Hold |
50
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $11.7K | Hold |
50
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $11.7K | Buy |
+50
| New | +$11.7K | 0.01% | 267 |
|
|
2019
Q4 | – | Sell |
-16,000
| Closed | -$1.06M | – | 363 |
|
|
2019
Q3 | $1.06M | Buy |
16,000
+600
| +4% | +$39.6K | 0.71% | 35 |
|
|
2019
Q2 | $1.09M | Buy |
15,400
+10,900
| +242% | +$771K | 0.74% | 33 |
|
|
2019
Q1 | $286K | Buy |
+4,500
| New | +$286K | 0.21% | 77 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$12K | – | 341 |
|
|
2014
Q2 | $12K | Hold |
700
| – | – | 0.01% | 263 |
|
|
2014
Q1 | $11K | Buy |
+700
| New | +$11K | 0.01% | 274 |
|