Evolution Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,010
| Closed | -$284 | – | 123 |
|
|
2021
Q4 | $284 | Buy |
1,010
+12
| +1% | +$3 | 0.04% | 97 |
|
|
2021
Q3 | $285K | Buy |
998
+203
| +26% | +$58K | 0.06% | 85 |
|
|
2021
Q2 | $232K | Sell |
795
-2
| -0.3% | -$584 | 0.05% | 104 |
|
|
2021
Q1 | $221K | Buy |
797
+760
| +2,054% | +$211K | 0.05% | 102 |
|
|
2020
Q4 | $11K | Hold |
37
| – | – | ﹤0.01% | 336 |
|
|
2020
Q3 | $9K | Hold |
37
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 297 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$5K | – | 309 |
|
|
2019
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 388 |
|
|
2019
Q3 | – | Sell |
-31
| Closed | -$5K | – | 479 |
|
|
2019
Q2 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 256 |
|