Financial Architects (New Jersey)’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15
| Closed | -$4K | – | 280 |
|
|
2020
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 742 |
|
|
2019
Q2 | – | Sell |
-809
| Closed | -$126K | – | 1066 |
|
|
2019
Q1 | $126K | Buy |
809
+800
| +8,889% | +$125K | 0.02% | 375 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1131 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1207 |
|
|
2018
Q2 | $1K | Sell |
9
-1,500
| -99% | -$167K | ﹤0.01% | 1234 |
|
|
2018
Q1 | $189K | Buy |
1,509
+1,100
| +269% | +$138K | 0.04% | 291 |
|
|
2017
Q4 | $43K | Buy |
409
+400
| +4,444% | +$42.1K | 0.01% | 636 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1396 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1304 |
|
|
2016
Q3 | $1K | Sell |
9
-100
| -92% | -$11.1K | ﹤0.01% | 1347 |
|
|
2016
Q2 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 1053 |
|
|
2014
Q4 | – | Sell |
-385
| Closed | -$42K | – | 921 |
|
|
2014
Q3 | $42K | Buy |
+385
| New | +$42K | 0.02% | 332 |
|