SIA
Schechter Investment Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Sell |
4,239
-60
| -1% | -$15.3K | 0.09% | 223 |
|
|
2024
Q4 | $1.29M | Sell |
4,299
-487
| -10% | -$146K | 0.1% | 194 |
|
|
2024
Q3 | $1.3M | Sell |
4,786
-162
| -3% | -$43.9K | 0.1% | 198 |
|
|
2024
Q2 | $1.52M | Buy |
4,948
+132
| +3% | +$40.6K | 0.11% | 168 |
|
|
2024
Q1 | $1.5M | Buy |
4,816
+869
| +22% | +$271K | 0.11% | 172 |
|
|
2023
Q4 | $1.08M | Sell |
3,947
-52
| -1% | -$14.2K | 0.09% | 218 |
|
|
2023
Q3 | $937K | Sell |
3,999
-5
| -0.1% | -$1.17K | 0.09% | 232 |
|
|
2023
Q2 | $939K | Sell |
4,004
-66
| -2% | -$15.5K | 0.08% | 253 |
|
|
2023
Q1 | $855K | Buy |
4,070
+43
| +1% | +$9.03K | 0.08% | 289 |
|
|
2022
Q4 | $647K | Buy |
4,027
+173
| +4% | +$27.8K | 0.06% | 425 |
|
|
2022
Q3 | $630K | Buy |
3,854
+178
| +5% | +$29.1K | 0.06% | 437 |
|
|
2022
Q2 | $552K | Buy |
3,676
+523
| +17% | +$78.5K | 0.05% | 496 |
|
|
2022
Q1 | $518K | Buy |
3,153
+1,455
| +86% | +$239K | 0.05% | 517 |
|
|
2021
Q4 | $316K | Buy |
+1,698
| New | +$316K | 0.03% | 664 |
|