TCI Wealth Advisors’s Cadence Bank CADE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-288
| Closed | -$5.98K | – | 513 |
|
2023
Q1 | $5.98K | Sell |
288
-682
| -70% | -$14.2K | ﹤0.01% | 1406 |
|
2022
Q4 | $23.9K | Hold |
970
| – | – | ﹤0.01% | 616 |
|
2022
Q3 | $25K | Buy |
970
+79
| +9% | +$2.04K | ﹤0.01% | 562 |
|
2022
Q2 | $21K | Buy |
891
+120
| +16% | +$2.83K | ﹤0.01% | 619 |
|
2022
Q1 | $22K | Hold |
771
| – | – | ﹤0.01% | 648 |
|
2021
Q4 | $23K | Buy |
+771
| New | +$23K | ﹤0.01% | 643 |
|
2021
Q3 | – | Sell |
-185
| Closed | -$5K | – | 2375 |
|
2021
Q2 | $5K | Buy |
185
+92
| +99% | +$2.49K | ﹤0.01% | 1392 |
|
2021
Q1 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1478 |
|