Alera Investment Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-841
| Closed | -$236K | – | 185 |
|
|
2021
Q4 | $236K | Buy |
841
+4
| +0.5% | +$1.12K | 0.06% | 91 |
|
|
2021
Q3 | $239K | Hold |
837
| – | – | 0.07% | 88 |
|
|
2021
Q2 | $244K | Hold |
837
| – | – | 0.07% | 87 |
|
|
2021
Q1 | $232K | Sell |
837
-5
| -0.6% | -$1.39K | 0.08% | 83 |
|
|
2020
Q4 | $257K | Buy |
+842
| New | +$257K | 0.09% | 72 |
|
|
2020
Q3 | – | Sell |
-837
| Closed | -$200K | – | 85 |
|
|
2020
Q2 | $200K | Buy |
+837
| New | +$200K | 0.11% | 74 |
|
|
2019
Q2 | – | Sell |
-1,120
| Closed | -$175K | – | 92 |
|
|
2019
Q1 | $175K | Buy |
1,120
+36
| +3% | +$5.63K | 0.09% | 79 |
|
|
2018
Q4 | $139K | Buy |
+1,084
| New | +$139K | 0.08% | 97 |
|