Mount Yale Investment Advisors’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Sell |
41
-1,467
| -97% | -$452K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $384K | Sell |
1,508
-325
| -18% | -$82.7K | 0.03% | 379 |
|
|
2024
Q4 | $551K | Buy |
1,833
+920
| +101% | +$276K | 0.04% | 327 |
|
|
2024
Q3 | $247K | Sell |
913
-936
| -51% | -$254K | 0.02% | 485 |
|
|
2024
Q2 | $569K | Buy |
1,849
+828
| +81% | +$255K | 0.05% | 316 |
|
|
2024
Q1 | $318K | Buy |
+1,021
| New | +$318K | 0.02% | 437 |
|