Charter Oak Capital Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 168 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 911 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 764 |
|
|
2021
Q3 | $2K | Sell |
6
-5
| -45% | -$1.67K | ﹤0.01% | 741 |
|
|
2021
Q2 | $3K | Buy |
11
+5
| +83% | +$1.36K | ﹤0.01% | 704 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 657 |
|