Cary Street Partners Investment Advisory’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 |
-310
| Closed | -$64.1K | – | 661 |
|
|
2023
Q3 | $64.1K | Buy |
310
+172
| +125% | +$35.6K | ﹤0.01% | 800 |
|
|
2023
Q2 | $28.2K | Sell |
138
-32
| -19% | -$6.55K | ﹤0.01% | 963 |
|
|
2023
Q1 | $35.4K | Sell |
170
-100
| -37% | -$20.8K | ﹤0.01% | 826 |
|
|
2022
Q4 | $50.5K | Buy |
+270
| New | +$50.5K | ﹤0.01% | 740 |
|
|
2020
Q4 | – | Sell |
-354
| Closed | -$82K | – | 362 |
|
|
2020
Q3 | $82K | Buy |
+354
| New | +$82K | 0.02% | 411 |
|