TCA
Trifecta Capital Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,095
-4
| -0.4% | -$1.23K | 0.06% | 83 |
|
|
2025
Q1 | $280K | Sell |
1,099
-750
| -41% | -$191K | 0.06% | 69 |
|
|
2024
Q4 | $556K | Buy |
1,849
+4
| +0.2% | +$1.2K | 0.11% | 61 |
|
|
2024
Q3 | $500K | Hold |
1,845
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $568K | Hold |
1,845
| – | – | 0.13% | 60 |
|
|
2024
Q1 | $574K | Sell |
1,845
-325
| -15% | -$101K | 0.14% | 65 |
|
|
2023
Q4 | $591K | Hold |
2,170
| – | – | 0.16% | 65 |
|
|
2023
Q3 | $508K | Buy |
2,170
+235
| +12% | +$55.1K | 0.16% | 64 |
|
|
2023
Q2 | $454K | Hold |
1,935
| – | – | 0.15% | 68 |
|
|
2023
Q1 | $407K | Sell |
1,935
-1,277
| -40% | -$268K | 0.14% | 71 |
|
|
2022
Q4 | $516K | Buy |
+3,212
| New | +$516K | 0.21% | 68 |
|