Financial Counselors Inc’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,629
| Closed | -$280K | – | 484 |
|
|
2022
Q2 | $280K | Buy |
1,629
+222
| +16% | +$38.2K | 0.01% | 428 |
|
|
2022
Q1 | $302K | Buy |
1,407
+246
| +21% | +$52.8K | 0.01% | 428 |
|
|
2021
Q4 | $326K | Buy |
1,161
+95
| +9% | +$26.7K | 0.01% | 416 |
|
|
2021
Q3 | $304K | Buy |
1,066
+67
| +7% | +$19.1K | 0.01% | 446 |
|
|
2021
Q2 | $292K | Buy |
999
+34
| +4% | +$9.94K | 0.01% | 460 |
|
|
2021
Q1 | $267K | Buy |
965
+110
| +13% | +$30.4K | 0.01% | 463 |
|
|
2020
Q4 | $261K | Buy |
+855
| New | +$261K | 0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-1,002
| Closed | -$240K | – | 503 |
|
|
2020
Q2 | $240K | Sell |
1,002
-730
| -42% | -$175K | 0.01% | 453 |
|
|
2020
Q1 | $270K | Sell |
1,732
-39
| -2% | -$6.08K | 0.01% | 378 |
|
|
2019
Q4 | $325K | Sell |
1,771
-91
| -5% | -$16.7K | 0.01% | 407 |
|
|
2019
Q3 | $275K | Buy |
1,862
+162
| +10% | +$23.9K | 0.01% | 432 |
|
|
2019
Q2 | $277K | Hold |
1,700
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $265K | Buy |
+1,700
| New | +$265K | 0.01% | 426 |
|