Liberty Wealth Management’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 |
-61
| Closed | -$17K | – | 180 |
|
|
2021
Q3 | $17K | Hold |
61
| – | – | 0.01% | 689 |
|
|
2021
Q2 | $18K | Sell |
61
-32
| -34% | -$9.44K | 0.01% | 526 |
|
|
2021
Q1 | $26K | Hold |
93
| – | – | 0.01% | 410 |
|
|
2020
Q4 | $26K | Buy |
93
+2
| +2% | +$559 | 0.01% | 407 |
|
|
2020
Q3 | $21K | Hold |
91
| – | – | 0.01% | 388 |
|
|
2020
Q2 | $22K | Sell |
91
-120
| -57% | -$29K | 0.02% | 362 |
|
|
2020
Q1 | $33K | Hold |
211
| – | – | 0.03% | 266 |
|
|
2019
Q4 | $39K | Sell |
211
-27
| -11% | -$4.99K | 0.03% | 292 |
|
|
2019
Q3 | $35K | Sell |
238
-76
| -24% | -$11.2K | 0.03% | 298 |
|
|
2019
Q2 | $51K | Buy |
314
+76
| +32% | +$12.3K | 0.04% | 241 |
|
|
2019
Q1 | $37K | Hold |
238
| – | – | 0.03% | 241 |
|
|
2018
Q4 | $30K | Buy |
+238
| New | +$30K | 0.02% | 263 |
|