Plante Moran Financial Advisors’s Cadence Bancorporation CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,135
| Closed | -$25K | – | 1155 |
|
|
2021
Q3 | $25K | Hold |
1,135
| – | – | 0.01% | 519 |
|
|
2021
Q2 | $24K | Hold |
1,135
| – | – | 0.01% | 531 |
|
|
2021
Q1 | $24K | Hold |
1,135
| – | – | 0.01% | 522 |
|
|
2020
Q4 | $19K | Hold |
1,135
| – | – | 0.01% | 545 |
|
|
2020
Q3 | $10K | Hold |
1,135
| – | – | ﹤0.01% | 618 |
|
|
2020
Q2 | $10K | Hold |
1,135
| – | – | ﹤0.01% | 526 |
|
|
2020
Q1 | $7K | Hold |
1,135
| – | – | ﹤0.01% | 542 |
|
|
2019
Q4 | $21K | Hold |
1,135
| – | – | 0.01% | 461 |
|
|
2019
Q3 | $20K | Hold |
1,135
| – | – | 0.01% | 509 |
|
|
2019
Q2 | $24K | Hold |
1,135
| – | – | 0.01% | 457 |
|
|
2019
Q1 | $21K | Buy |
+1,135
| New | +$21K | 0.01% | 463 |
|