Impact Partnership Wealth’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12
Closed -$3.13K 223
2024
Q1
$3.13K Sell
12
-1,187
-99% -$309K ﹤0.01% 543
2023
Q4
$292K Sell
1,199
-522
-30% -$127K 0.11% 123
2023
Q3
$356K Buy
+1,721
New +$356K 0.11% 104