MSWA
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Marshall & Sterling Wealth Advisors’s Cadence Bank CADE Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio CADE Stock Details CADE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-334
Closed -$10.1K – 635
2025
Q1 		$10.1K Hold
334
– – 0.01% 315
2024
Q4 		$11.5K Buy
+334
New +$11.5K 0.01% 225