Calton & Associates’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-897
| Closed | -$252K | – | 352 |
|
|
2021
Q4 | $252K | Buy |
897
+40
| +5% | +$11.2K | 0.07% | 301 |
|
|
2021
Q3 | $244K | Buy |
857
+11
| +1% | +$3.13K | 0.05% | 335 |
|
|
2021
Q2 | $247K | Sell |
846
-11
| -1% | -$3.21K | 0.05% | 333 |
|
|
2021
Q1 | $238K | Sell |
857
-111
| -11% | -$30.8K | 0.05% | 338 |
|
|
2020
Q4 | $296K | Buy |
+968
| New | +$296K | 0.05% | 270 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$6K | – | 358 |
|
|
2017
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 1190 |
|