Berman Capital Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $580K | Buy |
2,040
+896
| +78% | +$255K | 0.09% | 117 |
|
|
2021
Q2 | $333K | Buy |
1,144
+511
| +81% | +$149K | 0.05% | 166 |
|
|
2021
Q1 | $175K | Buy |
633
+142
| +29% | +$39.3K | 0.04% | 204 |
|
|
2020
Q4 | $149K | Buy |
491
+22
| +5% | +$6.68K | 0.04% | 200 |
|
|
2020
Q3 | $108K | Sell |
469
-1
| -0.2% | -$230 | 0.03% | 219 |
|
|
2020
Q2 | $112K | Buy |
470
+46
| +11% | +$11K | 0.03% | 211 |
|
|
2020
Q1 | $66K | Buy |
424
+28
| +7% | +$4.36K | 0.02% | 247 |
|
|
2019
Q4 | $72K | Buy |
396
+23
| +6% | +$4.18K | 0.02% | 263 |
|
|
2019
Q3 | $55K | Sell |
373
-4
| -1% | -$590 | 0.02% | 286 |
|
|
2019
Q2 | $61K | Buy |
377
+57
| +18% | +$9.22K | 0.02% | 271 |
|
|
2019
Q1 | $49K | Buy |
320
+82
| +34% | +$12.6K | 0.02% | 271 |
|
|
2018
Q4 | $30K | Buy |
+238
| New | +$30K | 0.01% | 314 |
|