TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-353
| Closed | -$74.2K | – | 546 |
|
|
2023
Q1 | $74.2K | Hold |
353
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $56.7K | Buy |
353
+146
| +71% | +$23.5K | 0.01% | 374 |
|
|
2022
Q3 | $34K | Buy |
207
+2
| +1% | +$329 | 0.01% | 476 |
|
|
2022
Q2 | $31K | Buy |
205
+19
| +10% | +$2.87K | ﹤0.01% | 497 |
|
|
2022
Q1 | $30K | Sell |
186
-103
| -36% | -$16.6K | ﹤0.01% | 538 |
|
|
2021
Q4 | $54K | Buy |
289
+90
| +45% | +$16.8K | 0.01% | 390 |
|
|
2021
Q3 | $30K | Buy |
199
+31
| +18% | +$4.67K | ﹤0.01% | 525 |
|
|
2021
Q2 | $23K | Buy |
168
+24
| +17% | +$3.29K | ﹤0.01% | 548 |
|
|
2021
Q1 | $20K | Buy |
144
+80
| +125% | +$11.1K | 0.01% | 550 |
|
|
2020
Q4 | $9K | Hold |
64
| – | – | ﹤0.01% | 644 |
|
|
2020
Q3 | $7K | Hold |
64
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $6K | Sell |
64
-9
| -12% | -$844 | ﹤0.01% | 670 |
|
|
2020
Q1 | $5K | Buy |
73
+65
| +813% | +$4.45K | ﹤0.01% | 690 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1163 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1453 |
|