Sheets Smith Wealth Management’s Cadence Bancorporation CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,244
| Closed | -$225K | – | 399 |
|
|
2021
Q3 | $225K | Hold |
10,244
| – | – | 0.03% | 339 |
|
|
2021
Q2 | $214K | Hold |
10,244
| – | – | 0.03% | 345 |
|
|
2021
Q1 | $212K | Hold |
10,244
| – | – | 0.03% | 314 |
|
|
2020
Q4 | $168K | Buy |
+10,244
| New | +$168K | 0.03% | 327 |
|
|
2020
Q2 | – | Sell |
-14,636
| Closed | -$96K | – | 297 |
|
|
2020
Q1 | $96K | Buy |
14,636
+953
| +7% | +$6.25K | 0.02% | 269 |
|
|
2019
Q4 | $248K | Sell |
13,683
-591
| -4% | -$10.7K | 0.05% | 291 |
|
|
2019
Q3 | $250K | Sell |
14,274
-90
| -0.6% | -$1.58K | 0.05% | 274 |
|
|
2019
Q2 | $299K | Buy |
+14,364
| New | +$299K | 0.06% | 267 |
|