Kore Private Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-882
| Closed | -$252K | – | 308 |
|
2021
Q3 | $252K | Buy |
+882
| New | +$252K | 0.03% | 366 |
|
2020
Q3 | – | Sell |
-150
| Closed | -$35K | – | 286 |
|
2020
Q2 | $35K | Sell |
150
-36
| -19% | -$8.4K | 0.01% | 531 |
|
2020
Q1 | $29K | Buy |
186
+97
| +109% | +$15.1K | 0.01% | 524 |
|
2019
Q4 | $16K | Buy |
+89
| New | +$16K | ﹤0.01% | 661 |
|