Domini Impact Investments’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $445K | Sell |
2,427
-2
| -0.1% | -$367 | 5.86% | 4 |
|
|
2019
Q3 | $359K | Buy |
2,429
+20
| +0.8% | +$2.96K | 5.57% | 9 |
|
|
2019
Q2 | $392K | Sell |
2,409
-7
| -0.3% | -$1.14K | 5.44% | 7 |
|
|
2019
Q1 | $376K | Sell |
2,416
-13
| -0.5% | -$2.02K | 5.77% | 6 |
|
|
2018
Q4 | $312K | Buy |
2,429
+62
| +3% | +$7.96K | 6.29% | 5 |
|
|
2018
Q3 | $370K | Hold |
2,367
| – | – | 5.25% | 6 |
|
|
2018
Q2 | $310K | Hold |
2,367
| – | – | 5.34% | 8 |
|
|
2018
Q1 | $297K | Sell |
2,367
-36
| -1% | -$4.52K | 5.82% | 9 |
|
|
2017
Q4 | $252K | Sell |
2,403
-8
| -0.3% | -$839 | 5.16% | 11 |
|
|
2017
Q3 | $271K | Hold |
2,411
| – | – | 6.16% | 8 |
|
|
2017
Q2 | $243K | Hold |
2,411
| – | – | 6.17% | 8 |
|
|
2017
Q1 | $208K | Buy |
+2,411
| New | +$208K | 6.65% | 7 |
|
|
2016
Q2 | – | Sell |
-6,554
| Closed | -$382K | – | 10 |
|
|
2016
Q1 | $382K | Buy |
6,554
+494
| +8% | +$28.8K | 9.48% | 7 |
|
|
2015
Q4 | $369K | Sell |
6,060
-1,581
| -21% | -$96.3K | 7.19% | 7 |
|
|
2015
Q3 | $337K | Buy |
7,641
+940
| +14% | +$41.5K | 5.51% | 8 |
|
|
2015
Q2 | $336K | Buy |
6,701
+613
| +10% | +$30.7K | 5.18% | 7 |
|
|
2015
Q1 | $357K | Buy |
6,088
+441
| +8% | +$25.9K | 6.23% | 6 |
|
|
2014
Q4 | $339K | Buy |
+5,647
| New | +$339K | 6.64% | 6 |
|