U.S. Capital Wealth Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$51.8K | – | 771 |
|
|
2022
Q4 | $51.8K | Sell |
2,100
-6,674
| -76% | -$165K | ﹤0.01% | 876 |
|
|
2022
Q3 | $223K | Sell |
8,774
-2,140
| -20% | -$54.4K | 0.01% | 571 |
|
|
2022
Q2 | $256K | Hold |
10,914
| – | – | 0.01% | 575 |
|
|
2022
Q1 | $319K | Hold |
10,914
| – | – | 0.01% | 590 |
|
|
2021
Q4 | $325K | Buy |
10,914
+2,100
| +24% | +$62.5K | 0.01% | 582 |
|
|
2021
Q3 | $262K | Buy |
+8,814
| New | +$262K | 0.01% | 628 |
|