First Heartland Consultants’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,296
| Closed | -$268K | – | 357 |
|
|
2023
Q3 | $268K | Sell |
1,296
-447
| -26% | -$92.4K | 0.03% | 307 |
|
|
2023
Q2 | $357K | Sell |
1,743
-498
| -22% | -$102K | 0.05% | 257 |
|
|
2023
Q1 | $466K | Buy |
+2,241
| New | +$466K | 0.07% | 207 |
|
|
2022
Q4 | – | Sell |
-5,218
| Closed | -$975 | – | 372 |
|
|
2022
Q3 | $975 | Buy |
5,218
+325
| +7% | +$61 | 0.08% | 127 |
|
|
2022
Q2 | $841K | Buy |
+4,893
| New | +$841K | 0.13% | 132 |
|