Jackson Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,363
| Closed | -$1.79M | – | 90 |
|
|
2022
Q1 | $1.79M | Sell |
8,363
-11,441
| -58% | -$2.45M | 0.25% | 80 |
|
|
2021
Q4 | $5.57M | Buy |
19,804
+219
| +1% | +$61.6K | 0.7% | 45 |
|
|
2021
Q3 | $39K | Buy |
19,585
+8,658
| +79% | +$17.2K | 0.47% | 39 |
|
|
2021
Q2 | $3.19M | Buy |
10,927
+1,277
| +13% | +$373K | 0.4% | 63 |
|
|
2021
Q1 | $2.67M | Buy |
9,650
+553
| +6% | +$153K | 0.4% | 68 |
|
|
2020
Q4 | $2.78M | Buy |
9,097
+403
| +5% | +$123K | 0.38% | 65 |
|
|
2020
Q3 | $2.01M | Buy |
8,694
+1,790
| +26% | +$413K | 0.3% | 71 |
|
|
2020
Q2 | $1.65M | Buy |
6,904
+687
| +11% | +$164K | 0.29% | 76 |
|
|
2020
Q1 | $1.15M | Buy |
6,217
+5,217
| +522% | +$965K | 0.24% | 74 |
|
|
2019
Q4 | $200K | Buy |
+1,000
| New | +$200K | 0.03% | 145 |
|