SWS
SYSTM Wealth Solutions’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.36K | Sell |
5
-3,277
| -100% | -$889K | 0.04% | 68 |
|
|
2024
Q2 | $1.01M | Sell |
3,282
-559
| -15% | -$172K | 0.23% | 112 |
|
|
2024
Q1 | $1.2M | Buy |
3,841
+312
| +9% | +$97.1K | 0.15% | 172 |
|
|
2023
Q4 | $961K | Sell |
3,529
-90
| -2% | -$24.5K | 0.13% | 199 |
|
|
2023
Q3 | $848K | Buy |
3,619
+461
| +15% | +$108K | 0.13% | 207 |
|
|
2023
Q2 | $741K | Sell |
3,158
-667
| -17% | -$156K | 0.1% | 254 |
|
|
2023
Q1 | $804K | Buy |
3,825
+1,164
| +44% | +$245K | 0.12% | 203 |
|
|
2022
Q4 | $427K | Buy |
+2,661
| New | +$427K | 0.05% | 370 |
|