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