Curi Wealth 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 |
-329
| Closed | -$57K | – | 190 |
|
|
2022
Q2 | $57K | Hold |
329
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $70K | Buy |
329
+240
| +270% | +$51.1K | 0.01% | 187 |
|
|
2021
Q4 | $25K | Buy |
+89
| New | +$25K | ﹤0.01% | 227 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$10K | – | 99 |
|
|
2020
Q4 | $10K | Buy |
+36
| New | +$10K | 0.01% | 246 |
|