Isthmus Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-32
| Closed | -$9K | – | 156 |
|
2021
Q2 | $9K | Buy |
+32
| New | +$9K | ﹤0.01% | 239 |
|
2018
Q4 | – | Sell |
-32
| Closed | -$5K | – | 137 |
|
2018
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 265 |
|
2018
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 253 |
|
2018
Q1 | $4K | Sell |
32
-304
| -90% | -$38K | ﹤0.01% | 251 |
|
2017
Q4 | $35K | Hold |
336
| – | – | 0.01% | 191 |
|
2017
Q3 | $38K | Hold |
336
| – | – | 0.01% | 190 |
|
2017
Q2 | $34K | Hold |
336
| – | – | 0.01% | 199 |
|
2017
Q1 | $29K | Hold |
336
| – | – | 0.01% | 206 |
|
2016
Q4 | $25K | Hold |
336
| – | – | 0.01% | 212 |
|
2016
Q3 | $24K | Hold |
336
| – | – | 0.01% | 205 |
|
2016
Q2 | $18K | Hold |
336
| – | – | 0.01% | 208 |
|
2016
Q1 | $20K | Sell |
336
-32
| -9% | -$1.91K | 0.01% | 206 |
|
2015
Q4 | $22K | Hold |
368
| – | – | 0.01% | 208 |
|
2015
Q3 | $16K | Hold |
368
| – | – | 0.01% | 226 |
|
2015
Q2 | $18K | Hold |
368
| – | – | 0.01% | 221 |
|
2015
Q1 | $22K | Hold |
368
| – | – | 0.01% | 208 |
|
2014
Q4 | $22K | Buy |
+368
| New | +$22K | 0.01% | 217 |
|