Howe & Rusling’s Autodesk ADSK Stock Holding History

Howe & Rusling’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9	Closed	-$2K	–	332
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	835
2022 Q2	$2K	Sell	9 -1	-10%	-$222	﹤0.01%	834
2022 Q1	$2K	Sell	10 -110	-92%	-$22K	﹤0.01%	826
2021 Q4	$34K	Buy	120 +110	+1,100%	+$31.2K	﹤0.01%	366
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	751
2021 Q2	$3K	Sell	10 -7	-41%	-$2.1K	﹤0.01%	707
2021 Q1	$5K	Sell	17 -3	-15%	-$882	﹤0.01%	593
2020 Q4	$6K	Sell	20 -1	-5%	-$300	﹤0.01%	555
2020 Q3	$5K	Sell	21 -2	-9%	-$476	﹤0.01%	528
2020 Q2	$6K	Hold	23	–	–	﹤0.01%	497
2020 Q1	$4K	Sell	23 -4	-15%	-$696	﹤0.01%	523
2019 Q4	$5K	Hold	27	–	–	﹤0.01%	542
2019 Q3	$4K	Hold	27	–	–	﹤0.01%	577
2019 Q2	$4K	Sell	27 -8	-23%	-$1.19K	﹤0.01%	552
2019 Q1	$5K	Sell	35 -3	-8%	-$429	﹤0.01%	529
2018 Q4	$5K	Sell	38 -11	-22%	-$1.45K	﹤0.01%	532
2018 Q3	$8K	Sell	49 -393	-89%	-$64.2K	﹤0.01%	537
2018 Q2	$58K	Buy	442 +385	+675%	+$50.5K	0.01%	241
2018 Q1	$7K	Sell	57 -31	-35%	-$3.81K	﹤0.01%	543
2017 Q4	$9K	Hold	88	–	–	﹤0.01%	476
2017 Q3	$10K	Hold	88	–	–	﹤0.01%	475
2017 Q2	$9K	Hold	88	–	–	﹤0.01%	498
2017 Q1	$8K	Hold	88	–	–	﹤0.01%	545
2016 Q4	$7K	Sell	88 -35	-28%	-$2.78K	﹤0.01%	582
2016 Q3	$9K	Hold	123	–	–	﹤0.01%	532
2016 Q2	$7K	Hold	123	–	–	﹤0.01%	543
2016 Q1	$7K	Sell	123 -18	-13%	-$1.02K	﹤0.01%	584
2015 Q4	$9K	Hold	141	–	–	﹤0.01%	519
2015 Q3	$6K	Hold	141	–	–	﹤0.01%	592
2015 Q2	$7K	Hold	141	–	–	﹤0.01%	569
2015 Q1	$8K	Buy	141 +13	+10%	+$738	﹤0.01%	520
2014 Q4	$8K	Buy	128 +19	+17%	+$1.19K	﹤0.01%	531
2014 Q3	$6K	Sell	109 -11	-9%	-$606	﹤0.01%	565
2014 Q2	$10K	Buy	120 +15	+14%	+$1.25K	﹤0.01%	481
2014 Q1	$5K	Sell	105 -16	-13%	-$762	﹤0.01%	662
2013 Q4	$6K	Hold	121	–	–	﹤0.01%	561
2013 Q3	$5K	Hold	121	–	–	﹤0.01%	687
2013 Q2	$4K	Buy	+121	New	+$4K	﹤0.01%	730