V Wealth 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
2023
Q3
$1.41M Sell
6,031
-3,847
-39% -$901K 1.13% 20
2023
Q2
$2.32M Buy
9,878
+186
+2% +$43.6K 0.39% 49
2023
Q1
$2.04M Buy
9,692
+6,115
+171% +$1.28M 0.38% 55
2022
Q4
$575K Buy
3,577
+1,186
+50% +$191K 0.12% 172
2022
Q3
$391K Buy
2,391
+34
+1% +$5.56K 0.08% 237
2022
Q2
$354K Sell
2,357
-279
-11% -$41.9K 0.07% 284
2022
Q1
$434K Sell
2,636
-575
-18% -$94.7K 0.07% 267
2021
Q4
$598K Hold
3,211
0.09% 226
2021
Q3
$486K Buy
+3,211
New +$486K 0.08% 269