WESPAC Advisors SoCal’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$25K | – | 119 |
|
|
2019
Q1 | $25K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $17K | Hold |
400
| – | – | 0.01% | 194 |
|
|
2018
Q3 | $18K | Buy |
+400
| New | +$18K | 0.01% | 196 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$14K | – | 116 |
|
|
2018
Q1 | $14K | Buy |
+400
| New | +$14K | 0.01% | 180 |
|