Insight Wealth Strategies’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,972
| Closed | -$2.21M | – | 185 |
|
|
2021
Q1 | $2.21M | Buy |
7,972
+893
| +13% | +$247K | 0.3% | 47 |
|
|
2020
Q4 | $2.16M | Buy |
7,079
+305
| +5% | +$93.2K | 0.37% | 36 |
|
|
2020
Q3 | $1.57M | Buy |
6,774
+1,941
| +40% | +$448K | 0.29% | 42 |
|
|
2020
Q2 | $1.16M | Buy |
4,833
+1,008
| +26% | +$241K | 0.26% | 39 |
|
|
2020
Q1 | $597K | Sell |
3,825
-6,536
| -63% | -$1.02M | 0.16% | 62 |
|
|
2019
Q4 | $1.9M | Buy |
10,361
+385
| +4% | +$70.6K | 0.4% | 50 |
|
|
2019
Q3 | $1.47M | Sell |
9,976
-1,694
| -15% | -$250K | 0.35% | 56 |
|
|
2019
Q2 | $1.9M | Buy |
11,670
+2,119
| +22% | +$345K | 0.46% | 35 |
|
|
2019
Q1 | $1.49M | Buy |
9,551
+318
| +3% | +$49.5K | 0.42% | 46 |
|
|
2018
Q4 | $1.19M | Buy |
+9,233
| New | +$1.19M | 0.36% | 45 |
|