Berkeley Capital Partners’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,165
Closed -$494K 106
2020
Q1
$494K Sell
3,165
-663
-17% -$103K 0.34% 64
2019
Q4
$702K Sell
3,828
-50
-1% -$9.17K 0.36% 64
2019
Q3
$573K Buy
3,878
+61
+2% +$9.01K 0.3% 67
2019
Q2
$622K Buy
3,817
+69
+2% +$11.2K 0.29% 66
2019
Q1
$584K Buy
+3,748
New +$584K 0.29% 67