CWA
Cypress Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,627
| Closed | -$342K | – | 218 |
|
|
2016
Q4 | $342K | Buy |
4,627
+24
| +0.5% | +$1.77K | 0.16% | 120 |
|
|
2016
Q3 | $333K | Buy |
4,603
+48
| +1% | +$3.47K | 0.15% | 128 |
|
|
2016
Q2 | $247K | Hold |
4,555
| – | – | 0.12% | 151 |
|
|
2016
Q1 | $266K | Hold |
4,555
| – | – | 0.12% | 146 |
|
|
2015
Q4 | $278K | Hold |
4,555
| – | – | 0.14% | 134 |
|
|
2015
Q3 | $201K | Buy |
4,555
+555
| +14% | +$24.5K | 0.11% | 171 |
|
|
2015
Q2 | $200K | Buy |
+4,000
| New | +$200K | 0.12% | 144 |
|