DFPG Investments’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.14M | Sell |
5,032
-71
| -1% | -$16.1K | 0.09% | 211 |
|
|
2023
Q3 | $1.04M | Sell |
5,103
-1,007
| -16% | -$206K | 0.1% | 200 |
|
|
2023
Q2 | $1.34M | Sell |
6,110
-1,168
| -16% | -$256K | 0.12% | 172 |
|
|
2023
Q1 | $1.51M | Buy |
7,278
+1,153
| +19% | +$240K | 0.16% | 135 |
|
|
2022
Q4 | $1.22M | Buy |
6,125
+5,046
| +468% | +$1.01M | 0.2% | 116 |
|
|
2022
Q3 | $217K | Buy |
+1,079
| New | +$217K | 0.09% | 156 |
|
|
2022
Q1 | – | Sell |
-875
| Closed | -$221K | – | 170 |
|
|
2021
Q4 | $221K | Buy |
875
+105
| +14% | +$26.5K | 0.09% | 156 |
|
|
2021
Q3 | $223K | Buy |
+770
| New | +$223K | 0.08% | 160 |
|