OWA
One Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-746
| Closed | -$120K | – | 261 |
|
|
2022
Q4 | $120K | Buy |
+746
| New | +$120K | 0.03% | 264 |
|
|
2020
Q2 | – | Sell |
-3,720
| Closed | -$246K | – | 87 |
|
|
2020
Q1 | $246K | Sell |
3,720
-1,392
| -27% | -$92.1K | 0.24% | 62 |
|
|
2019
Q4 | $355K | Sell |
5,112
-102
| -2% | -$7.08K | 0.26% | 61 |
|
|
2019
Q3 | $345K | Sell |
5,214
-907
| -15% | -$60K | 0.3% | 50 |
|
|
2019
Q2 | $433K | Buy |
6,121
+1,661
| +37% | +$117K | 0.36% | 45 |
|
|
2019
Q1 | $283K | Buy |
+4,460
| New | +$283K | 0.23% | 77 |
|
|
2018
Q4 | – | Sell |
-16,481
| Closed | -$747K | – | 164 |
|
|
2018
Q3 | $747K | Sell |
16,481
-2,406
| -13% | -$109K | 0.57% | 19 |
|
|
2018
Q2 | $818K | Sell |
18,887
-457
| -2% | -$19.8K | 0.65% | 15 |
|
|
2018
Q1 | $711K | Buy |
19,344
+3,662
| +23% | +$135K | 0.63% | 14 |
|
|
2017
Q4 | $656K | Buy |
+15,682
| New | +$656K | 0.53% | 21 |
|