First National Bank of Mount Dora’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,009
Closed -$206K 134
2023
Q2
$206K Sell
1,009
-663
-40% -$136K 0.06% 118
2023
Q1
$348K Sell
1,672
-3,054
-65% -$636K 0.11% 100
2022
Q4
$883K Sell
4,726
-200
-4% -$37.4K 0.29% 69
2022
Q3
$920K Sell
4,926
-6,358
-56% -$1.19M 0.33% 65
2022
Q2
$1.94M Buy
11,284
+777
+7% +$134K 0.67% 50
2022
Q1
$2.25M Buy
+10,507
New +$2.25M 0.68% 50