Callan Capital’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,154
| Closed | -$653K | – | 235 |
|
|
2023
Q3 | $653K | Sell |
3,154
-39
| -1% | -$8.07K | 0.07% | 99 |
|
|
2023
Q2 | $653K | Buy |
3,193
+75
| +2% | +$15.3K | 0.07% | 94 |
|
|
2023
Q1 | $649K | Hold |
3,118
| – | – | 0.08% | 93 |
|
|
2022
Q4 | $583K | Buy |
+3,118
| New | +$583K | 0.07% | 101 |
|