Baystate Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.52K | Hold |
35
| – | – | ﹤0.01% | 764 |
|
|
2023
Q3 | $7.24K | Sell |
35
-32
| -48% | -$6.62K | ﹤0.01% | 637 |
|
|
2023
Q2 | $13.7K | Hold |
67
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $13.9K | Buy |
67
+32
| +91% | +$6.66K | ﹤0.01% | 505 |
|
|
2022
Q4 | $7K | Hold |
35
| – | – | ﹤0.01% | 633 |
|
|
2022
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 635 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$4K | – | 871 |
|
|
2021
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 663 |
|
|
2021
Q3 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 590 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$7K | – | 670 |
|
|
2020
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 422 |
|
|
2020
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 420 |
|
|
2019
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 432 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2018
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 440 |
|
|
2017
Q4 | $4K | Sell |
30
-347
| -92% | -$46.3K | ﹤0.01% | 441 |
|
|
2017
Q3 | $39K | Buy |
377
+40
| +12% | +$4.14K | 0.01% | 209 |
|
|
2017
Q2 | $36K | Hold |
337
| – | – | 0.01% | 207 |
|
|
2017
Q1 | $29K | Buy |
337
+30
| +10% | +$2.58K | 0.01% | 229 |
|
|
2016
Q4 | $24K | Buy |
+307
| New | +$24K | ﹤0.01% | 213 |
|