Secured Retirement 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
Q1
Sell
-744
Closed -$224K 124
2024
Q4
$224K Hold
744
0.13% 131
2024
Q3
$202K Hold
744
0.15% 117
2024
Q2
$229K Sell
744
-24
-3% -$7.39K 0.18% 109
2024
Q1
$239K Hold
768
0.2% 99
2023
Q4
$209K Buy
+768
New +$209K 0.2% 100