WR Wealth Planners’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 | $629K | Sell |
2,093
-278
| -12% | -$83.5K | 0.2% | 74 |
|
|
2024
Q3 | $643K | Buy |
2,371
+2,349
| +10,677% | +$637K | 0.18% | 88 |
|
|
2024
Q2 | $6.77K | Buy |
22
+2
| +10% | +$616 | ﹤0.01% | 665 |
|
|
2024
Q1 | $6.23K | Buy |
+20
| New | +$6.23K | ﹤0.01% | 679 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$2.34K | – | 282 |
|
|
2023
Q3 | $2.34K | Hold |
10
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $2.35K | Hold |
10
| – | – | ﹤0.01% | 756 |
|
|
2023
Q1 | $2.1K | Buy |
+10
| New | +$2.1K | ﹤0.01% | 769 |
|