Barnett & Company’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 |
-17
| Closed | -$5K | – | 98 |
|
|
2021
Q4 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 229 |
|
|
2021
Q3 | – | Sell |
-287
| Closed | -$84K | – | 210 |
|
|
2021
Q2 | $84K | Hold |
287
| – | – | 0.06% | 123 |
|
|
2021
Q1 | $80K | Sell |
287
-34
| -11% | -$9.48K | 0.04% | 142 |
|
|
2020
Q4 | $98K | Hold |
321
| – | – | 0.06% | 128 |
|
|
2020
Q3 | $74K | Hold |
321
| – | – | 0.05% | 136 |
|
|
2020
Q2 | $77K | Hold |
321
| – | – | 0.06% | 123 |
|
|
2020
Q1 | $50K | Sell |
321
-11
| -3% | -$1.71K | 0.05% | 132 |
|
|
2019
Q4 | $61K | Buy |
332
+321
| +2,918% | +$59K | 0.04% | 153 |
|
|
2019
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 301 |
|
|
2017
Q3 | – | Sell |
-150
| Closed | -$15K | – | 319 |
|
|
2017
Q2 | $15K | Buy |
+150
| New | +$15K | 0.01% | 282 |
|