TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,694
| Closed | -$459K | – | 226 |
|
|
2024
Q3 | $459K | Sell |
1,694
-102
| -6% | -$27.6K | 0.15% | 118 |
|
|
2024
Q2 | $553K | Buy |
1,796
+320
| +22% | +$98.5K | 0.2% | 88 |
|
|
2024
Q1 | $459K | Buy |
1,476
+400
| +37% | +$125K | 0.18% | 99 |
|
|
2023
Q4 | $293K | Sell |
1,076
-98
| -8% | -$26.7K | 0.11% | 146 |
|
|
2023
Q3 | $275K | Sell |
1,174
-9
| -0.8% | -$2.11K | 0.12% | 142 |
|
|
2023
Q2 | $277K | Sell |
1,183
-65
| -5% | -$15.2K | 0.11% | 141 |
|
|
2023
Q1 | $262K | Sell |
1,248
-81
| -6% | -$17K | 0.11% | 150 |
|
|
2022
Q4 | $213K | Buy |
1,329
+8
| +0.6% | +$1.29K | 0.09% | 170 |
|
|
2022
Q3 | $216K | Sell |
1,321
-77
| -6% | -$12.6K | 0.1% | 150 |
|
|
2022
Q2 | $210K | Buy |
+1,398
| New | +$210K | 0.1% | 157 |
|