Lee Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$6.82K | – | 160 |
|
|
2023
Q4 | $6.82K | Hold |
28
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $5.79K | Hold |
28
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $5.73K | Hold |
28
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $5.83K | Sell |
28
-3
| -10% | -$625 | ﹤0.01% | 505 |
|
|
2022
Q4 | $5.79K | Hold |
31
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $5K | Buy |
31
+3
| +11% | +$484 | ﹤0.01% | 524 |
|
|
2022
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 543 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 750 |
|
|
2021
Q4 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 807 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 580 |
|
|
2021
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 536 |
|