Minot 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 |
-1,835
| Closed | -$523K | – | 204 |
|
|
2021
Q3 | $523K | Sell |
1,835
-860
| -32% | -$245K | 0.11% | 123 |
|
|
2021
Q2 | $799K | Sell |
2,695
-419
| -13% | -$124K | 0.17% | 100 |
|
|
2021
Q1 | $863K | Sell |
3,114
-33
| -1% | -$9.15K | 0.22% | 98 |
|
|
2020
Q4 | $961K | Buy |
+3,147
| New | +$961K | 0.29% | 81 |
|