SWA
Sutton Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $22.5K | Buy |
96
+26
| +37% | +$6.09K | 0.01% | 343 |
|
2023
Q2 | $16.4K | Hold |
70
| – | – | 0.01% | 374 |
|
2023
Q1 | $14.7K | Sell |
70
-4
| -5% | -$840 | 0.01% | 349 |
|
2022
Q4 | $11.9K | Buy |
74
+40
| +118% | +$6.43K | ﹤0.01% | 881 |
|
2022
Q3 | $5.56K | Buy |
34
+4
| +13% | +$654 | ﹤0.01% | 1051 |
|
2022
Q2 | $4.5K | Buy |
30
+17
| +131% | +$2.55K | ﹤0.01% | 1075 |
|
2022
Q1 | $2.14K | Sell |
13
-11
| -46% | -$1.81K | ﹤0.01% | 1194 |
|
2021
Q4 | $4.47K | Buy |
24
+12
| +100% | +$2.24K | ﹤0.01% | 1089 |
|
2021
Q3 | $1.82K | Buy |
12
+3
| +33% | +$454 | ﹤0.01% | 1182 |
|
2021
Q2 | $1.23K | Sell |
9
-14
| -61% | -$1.92K | ﹤0.01% | 1213 |
|
2021
Q1 | $3.15K | Hold |
23
| – | – | ﹤0.01% | 1077 |
|
2020
Q4 | $3.14K | Buy |
23
+14
| +156% | +$1.91K | ﹤0.01% | 1048 |
|
2020
Q3 | $960 | Hold |
9
| – | – | ﹤0.01% | 1146 |
|
2020
Q2 | $864 | Buy |
9
+4
| +80% | +$384 | ﹤0.01% | 1139 |
|
2020
Q1 | $330 | Buy |
+5
| New | +$330 | ﹤0.01% | 1160 |
|