Drive Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,101
| Closed | -$229K | – | 284 |
|
|
2023
Q1 | $229K | Sell |
1,101
-60
| -5% | -$12.5K | 0.1% | 226 |
|
|
2022
Q4 | $217K | Sell |
1,161
-733
| -39% | -$137K | 0.11% | 202 |
|
|
2022
Q3 | $354K | Sell |
1,894
-504
| -21% | -$94.2K | 0.34% | 87 |
|
|
2022
Q2 | $412K | Sell |
2,398
-1,704
| -42% | -$293K | 0.38% | 77 |
|
|
2022
Q1 | $879K | Buy |
4,102
+901
| +28% | +$193K | 0.74% | 34 |
|
|
2021
Q4 | $900K | Buy |
+3,201
| New | +$900K | 0.79% | 28 |
|