Carroll Financial Associates’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $42K | Sell |
148
-18
| -11% | -$5.11K | ﹤0.01% | 766 |
|
|
2021
Q3 | $47K | Sell |
166
-518
| -76% | -$147K | ﹤0.01% | 755 |
|
|
2021
Q2 | $199K | Sell |
684
-57
| -8% | -$16.6K | 0.01% | 412 |
|
|
2021
Q1 | $205K | Buy |
741
+61
| +9% | +$16.9K | 0.01% | 387 |
|
|
2020
Q4 | $207K | Buy |
680
+533
| +363% | +$162K | 0.01% | 359 |
|
|
2020
Q3 | $33K | Sell |
147
-2
| -1% | -$449 | ﹤0.01% | 748 |
|
|
2020
Q2 | $35K | Buy |
149
+5
| +3% | +$1.17K | ﹤0.01% | 724 |
|
|
2020
Q1 | $22K | Hold |
144
| – | – | ﹤0.01% | 757 |
|
|
2019
Q4 | $26K | Hold |
144
| – | – | ﹤0.01% | 811 |
|
|
2019
Q3 | $21K | Buy |
144
+6
| +4% | +$875 | ﹤0.01% | 810 |
|
|
2019
Q2 | $22K | Buy |
138
+7
| +5% | +$1.12K | ﹤0.01% | 794 |
|
|
2019
Q1 | $20K | Sell |
131
-10
| -7% | -$1.53K | ﹤0.01% | 749 |
|
|
2018
Q4 | $18K | Sell |
141
-8
| -5% | -$1.02K | ﹤0.01% | 693 |
|
|
2018
Q3 | $23K | Sell |
149
-24
| -14% | -$3.71K | ﹤0.01% | 663 |
|
|
2018
Q2 | $22K | Hold |
173
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $21K | Hold |
173
| – | – | ﹤0.01% | 655 |
|
|
2017
Q4 | $18K | Hold |
173
| – | – | ﹤0.01% | 684 |
|
|
2017
Q3 | $20K | Hold |
173
| – | – | ﹤0.01% | 648 |
|
|
2017
Q2 | $17K | Sell |
173
-90
| -34% | -$8.84K | ﹤0.01% | 713 |
|
|
2017
Q1 | $22K | Sell |
263
-195
| -43% | -$16.3K | ﹤0.01% | 636 |
|
|
2016
Q4 | $33K | Hold |
458
| – | – | ﹤0.01% | 532 |
|
|
2016
Q3 | $33K | Buy |
458
+195
| +74% | +$14.1K | 0.01% | 542 |
|
|
2016
Q2 | $14K | Hold |
263
| – | – | ﹤0.01% | 699 |
|
|
2016
Q1 | $15K | Buy |
263
+14
| +6% | +$798 | ﹤0.01% | 672 |
|
|
2015
Q4 | $15K | Buy |
249
+145
| +139% | +$8.74K | ﹤0.01% | 644 |
|
|
2015
Q3 | $5K | Sell |
104
-15
| -13% | -$721 | ﹤0.01% | 835 |
|
|
2015
Q2 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 807 |
|