PWAG
Polaris Wealth Advisory Group’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $454K | Sell |
1,939
-1,982
| -51% | -$464K | 0.03% | 136 |
|
|
2023
Q2 | $920K | Sell |
3,921
-327
| -8% | -$76.7K | 0.07% | 112 |
|
|
2023
Q1 | $892K | Sell |
4,248
-199
| -4% | -$41.8K | 0.07% | 120 |
|
|
2022
Q4 | $749K | Buy |
+4,447
| New | +$749K | 0.06% | 123 |
|
|
2022
Q2 | – | Sell |
-5,715
| Closed | -$932K | – | 138 |
|
|
2022
Q1 | $932K | Sell |
5,715
-37,363
| -87% | -$6.09M | 0.06% | 97 |
|
|
2021
Q4 | $8.03M | Buy |
+43,078
| New | +$8.03M | 0.46% | 70 |
|
|
2018
Q3 | – | Sell |
-11,416
| Closed | -$420K | – | 512 |
|
|
2018
Q2 | $420K | Hold |
11,416
| – | – | 0.04% | 90 |
|
|
2018
Q1 | $420K | Sell |
11,416
-473
| -4% | -$17.4K | 0.03% | 110 |
|
|
2017
Q4 | $497K | Buy |
11,889
+632
| +6% | +$26.4K | 0.04% | 104 |
|
|
2017
Q3 | $444K | Buy |
+11,257
| New | +$444K | 0.04% | 106 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$2.7K | – | 186 |
|
|
2013
Q3 | $2.7K | Hold |
200
| – | – | ﹤0.01% | 132 |
|
|
2013
Q2 | $2.9K | Buy |
+200
| New | +$2.9K | ﹤0.01% | 140 |
|