FM
Family Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,558
| Closed | -$2.65M | – | 197 |
|
|
2021
Q1 | $2.65M | Sell |
9,558
-5,109
| -35% | -$1.42M | 0.83% | 39 |
|
|
2020
Q4 | $4.48M | Buy |
14,667
+1,119
| +8% | +$342K | 1.53% | 20 |
|
|
2020
Q3 | $3.13M | Sell |
13,548
-503
| -4% | -$116K | 1.37% | 22 |
|
|
2020
Q2 | $3.36M | Buy |
+14,051
| New | +$3.36M | 1.37% | 19 |
|