Ascent Wealth Partners’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 |
-4,699
| Closed | -$1.32M | – | 149 |
|
|
2021
Q4 | $1.32M | Buy |
4,699
+155
| +3% | +$43.6K | 0.24% | 73 |
|
|
2021
Q3 | $1.3M | Buy |
4,544
+77
| +2% | +$22K | 0.25% | 74 |
|
|
2021
Q2 | $1.3M | Sell |
4,467
-33
| -0.7% | -$9.63K | 0.25% | 75 |
|
|
2021
Q1 | $1.25M | Buy |
4,500
+171
| +4% | +$47.4K | 0.27% | 74 |
|
|
2020
Q4 | $1.32M | Buy |
+4,329
| New | +$1.32M | 0.29% | 67 |
|