Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-677
| Closed | -$208K | – | 739 |
|
|
2024
Q2 | $208K | Sell |
677
-11
| -2% | -$3.39K | 0.01% | 653 |
|
|
2024
Q1 | $214K | Buy |
+688
| New | +$214K | 0.01% | 613 |
|
|
2023
Q2 | – | Sell |
-6,218
| Closed | -$1.31M | – | 625 |
|
|
2023
Q1 | $1.31M | Sell |
6,218
-2,500
| -29% | -$525K | 0.1% | 240 |
|
|
2022
Q4 | $1.4M | Buy |
8,718
+404
| +5% | +$64.9K | 0.12% | 234 |
|
|
2022
Q3 | $1.36M | Sell |
8,314
-24
| -0.3% | -$3.92K | 0.14% | 195 |
|
|
2022
Q2 | $1.25M | Buy |
8,338
+2,845
| +52% | +$427K | 0.11% | 227 |
|
|
2022
Q1 | $903K | Sell |
5,493
-2,969
| -35% | -$488K | 0.07% | 289 |
|
|
2021
Q4 | $1.58M | Buy |
8,462
+1,286
| +18% | +$240K | 0.11% | 216 |
|
|
2021
Q3 | $1.09M | Buy |
+7,176
| New | +$1.09M | 0.09% | 239 |
|
|
2021
Q1 | – | Sell |
-1,789
| Closed | -$244K | – | 478 |
|
|
2020
Q4 | $244K | Buy |
+1,789
| New | +$244K | 0.03% | 350 |
|