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 |
|