Highland Private Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$224K | – | 8 |
|
|
2022
Q3 | $224K | Buy |
+1,200
| New | +$224K | 0.04% | 168 |
|
|
2022
Q2 | – | Sell |
-1,136
| Closed | -$243K | – | 188 |
|
|
2022
Q1 | $243K | Buy |
1,136
+140
| +14% | +$29.9K | 0.03% | 161 |
|
|
2021
Q4 | $280K | Buy |
996
+48
| +5% | +$13.5K | 0.04% | 147 |
|
|
2021
Q3 | $270K | Sell |
948
-15
| -2% | -$4.27K | 0.04% | 143 |
|
|
2021
Q2 | $281K | Buy |
963
+10
| +1% | +$2.92K | 0.04% | 136 |
|
|
2021
Q1 | $264K | Buy |
953
+80
| +9% | +$22.2K | 0.04% | 129 |
|
|
2020
Q4 | $266K | Buy |
+873
| New | +$266K | 0.05% | 119 |
|
|
2020
Q3 | – | Sell |
-855
| Closed | -$204K | – | 134 |
|
|
2020
Q2 | $204K | Buy |
+855
| New | +$204K | 0.04% | 128 |
|