Bernardo Wealth Planning’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,281
| Closed | -$391K | – | 80 |
|
|
2020
Q4 | $391K | Hold |
1,281
| – | – | 0.15% | 114 |
|
|
2020
Q3 | $295K | Sell |
1,281
-3
| -0.2% | -$691 | 0.13% | 121 |
|
|
2020
Q2 | $307K | Buy |
+1,284
| New | +$307K | 0.16% | 110 |
|
|
2020
Q1 | – | Sell |
-1,292
| Closed | -$237K | – | 134 |
|
|
2019
Q4 | $237K | Buy |
+1,292
| New | +$237K | 0.14% | 143 |
|
|
2019
Q3 | – | Sell |
-1,317
| Closed | -$215K | – | 158 |
|
|
2019
Q2 | $215K | Hold |
1,317
| – | – | 0.17% | 134 |
|
|
2019
Q1 | $205K | Buy |
+1,317
| New | +$205K | 0.16% | 140 |
|