Trevor, Stewart, Burton & Jacobsen’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $228K | Buy |
9,500
+500
| +6% | +$12K | 0.26% | 47 |
|
|
2015
Q3 | $214K | Sell |
9,000
-2,000
| -18% | -$47.6K | 0.25% | 39 |
|
|
2015
Q2 | $283K | Hold |
11,000
| – | – | 0.25% | 36 |
|
|
2015
Q1 | $255K | Sell |
11,000
-3,940
| -26% | -$91.3K | 0.21% | 33 |
|
|
2014
Q4 | $1.23M | Buy |
14,940
+3,940
| +36% | +$325K | 0.98% | 28 |
|
|
2014
Q3 | $222K | Hold |
11,000
| – | – | 0.14% | 52 |
|
|
2014
Q2 | $270K | Hold |
11,000
| – | – | 0.14% | 55 |
|
|
2014
Q1 | $275K | Hold |
11,000
| – | – | 0.13% | 51 |
|
|
2013
Q4 | $280K | Sell |
11,000
-8,500
| -44% | -$216K | 0.13% | 53 |
|
|
2013
Q3 | $389K | Buy |
19,500
+12,000
| +160% | +$239K | 0.2% | 44 |
|
|
2013
Q2 | $133K | Buy |
+7,500
| New | +$133K | 0.07% | 63 |
|