Mosaic Family Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-373
| Closed | -$58K | – | 175 |
|
|
2019
Q1 | $58K | Hold |
373
| – | – | 0.02% | 298 |
|
|
2018
Q4 | $48K | Buy |
373
+81
| +28% | +$10.4K | 0.02% | 313 |
|
|
2018
Q3 | $38K | Hold |
292
| – | – | 0.02% | 352 |
|
|
2018
Q2 | $38K | Sell |
292
-37
| -11% | -$4.82K | 0.01% | 343 |
|
|
2018
Q1 | $41K | Sell |
329
-270
| -45% | -$33.6K | 0.02% | 335 |
|
|
2017
Q4 | $63K | Sell |
599
-1,644
| -73% | -$173K | 0.02% | 294 |
|
|
2017
Q3 | $252K | Sell |
2,243
-10
| -0.4% | -$1.12K | 0.1% | 157 |
|
|
2017
Q2 | $227K | Hold |
2,253
| – | – | 0.09% | 161 |
|
|
2017
Q1 | $195K | Sell |
2,253
-73
| -3% | -$6.32K | 0.08% | 175 |
|
|
2016
Q4 | $172K | Buy |
2,326
+11
| +0.5% | +$813 | 0.08% | 180 |
|
|
2016
Q3 | $167K | Sell |
2,315
-96
| -4% | -$6.93K | 0.08% | 185 |
|
|
2016
Q2 | $131K | Sell |
2,411
-246
| -9% | -$13.4K | 0.06% | 200 |
|
|
2016
Q1 | $154K | Buy |
2,657
+88
| +3% | +$5.1K | 0.07% | 175 |
|
|
2015
Q4 | $156K | Buy |
+2,569
| New | +$156K | 0.07% | 167 |
|