Disciplined Investments’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-185
| Closed | -$37.9K | – | 133 |
|
|
2023
Q2 | $37.9K | Sell |
185
-2
| -1% | -$409 | 0.02% | 224 |
|
|
2023
Q1 | $38.9K | Buy |
187
+2
| +1% | +$416 | 0.02% | 250 |
|
|
2022
Q4 | $34.6K | Sell |
185
-3
| -2% | -$561 | 0.02% | 238 |
|
|
2022
Q3 | $35K | Buy |
188
+1
| +0.5% | +$186 | 0.02% | 252 |
|
|
2022
Q2 | $32K | Buy |
187
+5
| +3% | +$856 | 0.01% | 264 |
|
|
2022
Q1 | $39K | Buy |
182
+12
| +7% | +$2.57K | 0.02% | 254 |
|
|
2021
Q4 | $48K | Hold |
170
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $48K | Hold |
170
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $50K | Hold |
170
| – | – | 0.03% | 197 |
|
|
2021
Q1 | $47K | Hold |
170
| – | – | 0.03% | 184 |
|
|
2020
Q4 | $52K | Hold |
170
| – | – | 0.03% | 149 |
|
|
2020
Q3 | $39K | Hold |
170
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $41K | Hold |
170
| – | – | 0.03% | 180 |
|
|
2020
Q1 | $27K | Sell |
170
-14
| -8% | -$2.22K | 0.03% | 195 |
|
|
2019
Q4 | $34K | Buy |
+184
| New | +$34K | 0.03% | 193 |
|