Next Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $337K | Buy |
1,198
+441
| +58% | +$124K | 0.02% | 685 |
|
|
2021
Q3 | $216K | Buy |
757
+152
| +25% | +$43.4K | 0.02% | 800 |
|
|
2021
Q2 | $177K | Buy |
605
+27
| +5% | +$7.9K | 0.01% | 873 |
|
|
2021
Q1 | $160K | Sell |
578
-37
| -6% | -$10.2K | 0.01% | 852 |
|
|
2020
Q4 | $188K | Sell |
615
-51
| -8% | -$15.6K | 0.02% | 738 |
|
|
2020
Q3 | $153K | Buy |
+666
| New | +$153K | 0.02% | 709 |
|
|
2020
Q2 | – | Sell |
-759
| Closed | -$119K | – | 609 |
|
|
2020
Q1 | $119K | Buy |
759
+56
| +8% | +$8.78K | 0.02% | 708 |
|
|
2019
Q4 | $129K | Buy |
703
+4
| +0.6% | +$734 | 0.01% | 859 |
|
|
2019
Q3 | $103K | Buy |
699
+6
| +0.9% | +$884 | 0.01% | 897 |
|
|
2019
Q2 | $113K | Sell |
693
-23
| -3% | -$3.75K | 0.01% | 866 |
|
|
2019
Q1 | $111K | Buy |
716
+681
| +1,946% | +$106K | 0.03% | 508 |
|
|
2018
Q4 | $5K | Sell |
35
-7
| -17% | -$1K | ﹤0.01% | 1532 |
|
|
2018
Q3 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 1077 |
|
|
2017
Q4 | – | Sell |
-539
| Closed | -$64K | – | 294 |
|
|
2017
Q3 | $64K | Buy |
539
+8
| +2% | +$950 | 0.02% | 627 |
|
|
2017
Q2 | $54K | Sell |
531
-138
| -21% | -$14K | 0.01% | 755 |
|
|
2017
Q1 | $60K | Hold |
669
| – | – | 0.02% | 656 |
|
|
2016
Q4 | $50K | Hold |
669
| – | – | 0.01% | 959 |
|
|
2016
Q3 | $48K | Hold |
669
| – | – | 0.01% | 954 |
|
|
2016
Q2 | $36K | Buy |
669
+53
| +9% | +$2.85K | 0.01% | 753 |
|
|
2016
Q1 | $35K | Buy |
616
+85
| +16% | +$4.83K | 0.01% | 731 |
|
|
2015
Q4 | $32K | Hold |
531
| – | – | 0.01% | 767 |
|
|
2015
Q3 | $23K | Buy |
531
+45
| +9% | +$1.95K | 0.01% | 897 |
|
|
2015
Q2 | $24K | Sell |
486
-125
| -20% | -$6.17K | 0.01% | 924 |
|
|
2015
Q1 | $35K | Hold |
611
| – | – | 0.01% | 782 |
|
|
2014
Q4 | $37K | Sell |
611
-61
| -9% | -$3.69K | 0.01% | 754 |
|
|
2014
Q3 | $37K | Hold |
672
| – | – | 0.01% | 1096 |
|
|
2014
Q2 | $36K | Buy |
+672
| New | +$36K | 0.02% | 426 |
|