Delos Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3
| Closed | -$743 | – | 189 |
|
|
2024
Q2 | $743 | Hold |
3
| – | – | ﹤0.01% | 275 |
|
|
2024
Q1 | $782 | Hold |
3
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $731 | Hold |
3
| – | – | ﹤0.01% | 217 |
|
|
2023
Q3 | $666 | Hold |
3
| – | – | ﹤0.01% | 257 |
|
|
2023
Q2 | $614 | Hold |
3
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $625 | Hold |
3
| – | – | ﹤0.01% | 274 |
|
|
2022
Q4 | $561 | Hold |
3
| – | – | ﹤0.01% | 287 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 204 |
|
|
2022
Q1 | – | Sell |
-202
| Closed | -$57K | – | 249 |
|
|
2021
Q4 | $57K | Buy |
+202
| New | +$57K | 0.05% | 70 |
|