Integrated Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-41
| Closed | -$3K | – | 252 |
|
|
2016
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 978 |
|
|
2016
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1044 |
|
|
2016
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 964 |
|
|
2015
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q2 | $2K | Sell |
41
-109
| -73% | -$5.32K | ﹤0.01% | 1107 |
|
|
2015
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 805 |
|