MCIA
Mountain Capital Investment Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,191
| Closed | -$1.97M | – | 66 |
|
|
2022
Q4 | $1.97M | Buy |
10,191
+1,943
| +24% | +$376K | 0.9% | 39 |
|
|
2022
Q3 | $1.63M | Buy |
+8,248
| New | +$1.63M | 0.85% | 36 |
|
|
2022
Q2 | – | Sell |
-8,617
| Closed | -$1.72M | – | 78 |
|
|
2022
Q1 | $1.72M | Buy |
8,617
+2,216
| +35% | +$441K | 0.81% | 38 |
|
|
2021
Q4 | $1.73M | Buy |
6,401
+1,847
| +41% | +$500K | 0.79% | 37 |
|
|
2021
Q3 | $1.27M | Sell |
4,554
-129
| -3% | -$36K | 0.67% | 48 |
|
|
2021
Q2 | $1.38M | Sell |
4,683
-367
| -7% | -$108K | 0.64% | 35 |
|
|
2021
Q1 | $1.49M | Sell |
5,050
-370
| -7% | -$109K | 0.75% | 36 |
|
|
2020
Q4 | $1.72M | Sell |
5,420
-1,667
| -24% | -$530K | 1.04% | 22 |
|
|
2020
Q3 | $1.72M | Buy |
+7,087
| New | +$1.72M | 1.11% | 25 |
|
|
2017
Q4 | – | Sell |
-370
| Closed | -$42K | – | 41 |
|
|
2017
Q3 | $42K | Hold |
370
| – | – | 0.04% | 130 |
|
|
2017
Q2 | $37K | Buy |
+370
| New | +$37K | 0.04% | 151 |
|