Northwestern Mutual Wealth Management’s Cadence Bancorporation CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31,038
| Closed | -$682K | – | 3474 |
|
|
2021
Q3 | $682K | Buy |
31,038
+29,038
| +1,452% | +$593K | ﹤0.01% | 881 |
|
|
2021
Q2 | $42K | Buy |
+2,000
| New | +$43.8K | ﹤0.01% | 1918 |
|
|
2021
Q1 | – | Sell |
-1,939
| Closed | -$32K | – | 3072 |
|
|
2020
Q4 | $32K | Buy |
+1,939
| New | +$25.7K | ﹤0.01% | 1796 |
|
|
2020
Q3 | – | Sell |
-1,046
| Closed | -$9K | – | 2773 |
|
|
2020
Q2 | $9K | Hold |
1,046
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q1 | $7K | Hold |
1,046
| – | – | ﹤0.01% | 2004 |
|
|
2019
Q4 | $19K | Hold |
1,046
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q3 | $18K | Buy |
1,046
+10
| +1% | +$171 | ﹤0.01% | 1763 |
|
|
2019
Q2 | $22K | Buy |
1,036
+10
| +1% | +$206 | ﹤0.01% | 1709 |
|
|
2019
Q1 | $19K | Buy |
1,026
+9
| +0.9% | +$171 | ﹤0.01% | 1752 |
|
|
2018
Q4 | $17K | Sell |
1,017
-111
| -10% | -$2.35K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $29K | Buy |
1,128
+124
| +12% | +$3.48K | ﹤0.01% | 1522 |
|
|
2018
Q2 | $29K | Buy |
+1,004
| New | +$29.2K | ﹤0.01% | 1474 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$1K | – | 2583 |
|
|
2017
Q4 | $1K | Buy |
+53
| New | +$1.28K | ﹤0.01% | 2292 |
|
Other funds holding CADE
GFI
EM
