D.L. Carlson Investment Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-4,000
| Closed | -$502K | – | 136 |
|
2018
Q1 | $502K | Hold |
4,000
| – | – | 0.16% | 100 |
|
2017
Q4 | $419K | Hold |
4,000
| – | – | 0.12% | 107 |
|
2017
Q3 | $449K | Hold |
4,000
| – | – | 0.14% | 105 |
|
2017
Q2 | $403K | Hold |
4,000
| – | – | 0.12% | 113 |
|
2017
Q1 | $346K | Hold |
4,000
| – | – | 0.12% | 111 |
|
2016
Q4 | $296K | Hold |
4,000
| – | – | 0.1% | 120 |
|
2016
Q3 | $289K | Hold |
4,000
| – | – | 0.1% | 116 |
|
2016
Q2 | $217K | Hold |
4,000
| – | – | 0.08% | 123 |
|
2016
Q1 | $233K | Hold |
4,000
| – | – | 0.09% | 118 |
|
2015
Q4 | $244K | Buy |
+4,000
| New | +$244K | 0.09% | 120 |
|
2015
Q3 | – | Sell |
-4,000
| Closed | -$200K | – | 120 |
|
2015
Q2 | $200K | Hold |
4,000
| – | – | 0.07% | 128 |
|
2015
Q1 | $235K | Hold |
4,000
| – | – | 0.08% | 128 |
|
2014
Q4 | $240K | Hold |
4,000
| – | – | 0.09% | 130 |
|
2014
Q3 | $220K | Hold |
4,000
| – | – | 0.08% | 130 |
|
2014
Q2 | $226K | Buy |
+4,000
| New | +$226K | 0.08% | 121 |
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$201K | – | 126 |
|
2013
Q4 | $201K | Buy |
+4,000
| New | +$201K | 0.07% | 119 |
|