GCA
Gideon Capital Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,075
| Closed | -$306K | – | 253 |
|
|
2019
Q3 | $306K | Sell |
2,075
-17,744
| -90% | -$2.62M | 0.1% | 232 |
|
|
2019
Q2 | $3.23M | Buy |
19,819
+17,870
| +917% | +$2.91M | 1.11% | 11 |
|
|
2019
Q1 | $304K | Sell |
1,949
-1,311
| -40% | -$204K | 0.11% | 277 |
|
|
2018
Q4 | $419K | Buy |
+3,260
| New | +$419K | 0.17% | 186 |
|
|
2018
Q2 | – | Sell |
-12,189
| Closed | -$1.53M | – | 353 |
|
|
2018
Q1 | $1.53M | Buy |
12,189
+8,700
| +249% | +$1.09M | 0.95% | 6 |
|
|
2017
Q4 | $366K | Buy |
+3,489
| New | +$366K | 0.32% | 101 |
|
|
2017
Q1 | – | Sell |
-4,952
| Closed | -$367K | – | 382 |
|
|
2016
Q4 | $367K | Buy |
+4,952
| New | +$367K | 0.23% | 177 |
|
|
2016
Q2 | – | Sell |
-10,949
| Closed | -$638K | – | 194 |
|
|
2016
Q1 | $638K | Buy |
+10,949
| New | +$638K | 0.8% | 45 |
|
|
2015
Q4 | – | Sell |
-8,599
| Closed | -$380K | – | 186 |
|
|
2015
Q3 | $380K | Sell |
8,599
-3,589
| -29% | -$159K | 0.22% | 145 |
|
|
2015
Q2 | $610K | Sell |
12,188
-14,078
| -54% | -$705K | 0.25% | 124 |
|
|
2015
Q1 | $1.54M | Buy |
+26,266
| New | +$1.54M | 0.62% | 59 |
|
|
2014
Q3 | – | Sell |
-10,040
| Closed | -$566K | – | 257 |
|
|
2014
Q2 | $566K | Buy |
10,040
+4,769
| +90% | +$269K | 0.21% | 150 |
|
|
2014
Q1 | $259K | Buy |
+5,271
| New | +$259K | 0.14% | 169 |
|