Halpern Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-65
| Closed | -$13.9K | – | 318 |
|
|
2022
Q1 | $13.9K | Sell |
65
-17
| -21% | -$3.64K | 0.01% | 158 |
|
|
2021
Q4 | $23.1K | Buy |
82
+65
| +382% | +$18.3K | 0.01% | 126 |
|
|
2021
Q3 | $4.85K | Hold |
17
| – | – | ﹤0.01% | 213 |
|
|
2021
Q2 | $4.96K | Hold |
17
| – | – | ﹤0.01% | 182 |
|
|
2021
Q1 | $4.71K | Hold |
17
| – | – | ﹤0.01% | 186 |
|
|
2020
Q4 | $5.19K | Hold |
17
| – | – | ﹤0.01% | 164 |
|
|
2020
Q3 | $3.93K | Buy |
+17
| New | +$3.93K | ﹤0.01% | 167 |
|