Lion Street Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-774
| Closed | -$246K | – | 245 |
|
|
2023
Q2 | $246K | Buy |
+774
| New | +$246K | 0.08% | 196 |
|
|
2023
Q1 | – | Sell |
-729
| Closed | -$232K | – | 236 |
|
|
2022
Q4 | $232K | Buy |
+729
| New | +$232K | 0.12% | 136 |
|
|
2022
Q3 | – | Sell |
-729
| Closed | -$232K | – | 126 |
|
|
2022
Q2 | $232K | Buy |
+729
| New | +$232K | 0.12% | 136 |
|
|
2022
Q1 | – | Sell |
-729
| Closed | -$205K | – | 142 |
|
|
2021
Q4 | $205K | Hold |
729
| – | – | 0.1% | 152 |
|
|
2021
Q3 | $208K | Buy |
+729
| New | +$208K | 0.11% | 144 |
|
|
2020
Q2 | – | Sell |
-98
| Closed | -$15K | – | 35 |
|
|
2020
Q1 | $15K | Buy |
+98
| New | +$15K | 0.08% | 121 |
|