Circle Wealth Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,660	Closed	-$259K	–	82
2018 Q3	$259K	Hold	1,660	–	–	0.08%	82
2018 Q2	$218K	Buy	+1,660	New	+$218K	0.07%	94