Realta 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 | $985K | Buy |
3,198
+152
| +5% | +$46.8K | 0.39% | 63 |
|
2025
Q1 | $775K | Buy |
3,046
+454
| +18% | +$115K | 0.35% | 70 |
|
2024
Q4 | $788K | Buy |
2,592
+185
| +8% | +$56.2K | 0.32% | 65 |
|
2024
Q3 | $679K | Buy |
2,407
+377
| +19% | +$106K | 0.31% | 74 |
|
2024
Q2 | $625K | Buy |
2,030
+614
| +43% | +$189K | 0.12% | 187 |
|
2024
Q1 | $441K | Buy |
1,416
+11
| +0.8% | +$3.42K | 0.09% | 254 |
|
2023
Q4 | $383K | Buy |
+1,405
| New | +$383K | 0.09% | 262 |
|
2020
Q1 | – | Sell |
-150
| Closed | -$11K | – | 461 |
|
2019
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 1100 |
|
2019
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 1098 |
|
2019
Q2 | $11K | Sell |
150
-50
| -25% | -$3.67K | ﹤0.01% | 1097 |
|
2019
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 852 |
|