TFO Wealth Partners’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$203 | – | 165 |
|
|
2024
Q1 | $203 | Hold |
7
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $207 | Hold |
7
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $137 | Hold |
7
| – | – | ﹤0.01% | 926 |
|
|
2023
Q2 | $137 | Hold |
7
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $145 | Buy |
7
+5
| +250% | +$104 | ﹤0.01% | 559 |
|
|
2022
Q4 | $63 | Buy |
+2
| New | +$63 | ﹤0.01% | 836 |
|