BIA
Benchmark Investment Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,220
| Closed | -$459K | – | 85 |
|
|
2023
Q3 | $459K | Sell |
2,220
-24
| -1% | -$4.97K | 0.46% | 55 |
|
|
2023
Q2 | $459K | Hold |
2,244
| – | – | 0.42% | 59 |
|
|
2023
Q1 | $467K | Sell |
2,244
-10
| -0.4% | -$2.08K | 0.48% | 55 |
|
|
2022
Q4 | $421K | Sell |
2,254
-60
| -3% | -$11.2K | 0.45% | 65 |
|
|
2022
Q3 | $432K | Sell |
2,314
-20
| -0.9% | -$3.73K | 0.47% | 59 |
|
|
2022
Q2 | $401K | Sell |
2,334
-436
| -16% | -$74.9K | 0.42% | 69 |
|
|
2022
Q1 | $594K | Buy |
+2,770
| New | +$594K | 0.45% | 59 |
|