SMA
Sage Mountain Advisors’s Cadence Design Systems CDNS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $289K | Sell |
937
-791
| -46% | -$244K | 0.02% | 332 |
|
2025
Q1 | $439K | Buy |
1,728
+517
| +43% | +$131K | 0.03% | 242 |
|
2024
Q4 | $364K | Buy |
1,211
+149
| +14% | +$44.8K | 0.03% | 258 |
|
2024
Q3 | $288K | Buy |
1,062
+17
| +2% | +$4.61K | 0.02% | 292 |
|
2024
Q2 | $321K | Buy |
1,045
+191
| +22% | +$58.8K | 0.03% | 238 |
|
2024
Q1 | $266K | Sell |
854
-61
| -7% | -$19K | 0.03% | 261 |
|
2023
Q4 | $249K | Buy |
915
+34
| +4% | +$9.26K | 0.03% | 227 |
|
2023
Q3 | $206K | Sell |
881
-7
| -0.8% | -$1.64K | 0.03% | 244 |
|
2023
Q2 | $208K | Buy |
+888
| New | +$208K | 0.03% | 241 |
|