Omnia 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 |
-777
| Closed | -$121K | – | 105 |
|
|
2019
Q1 | $121K | Buy |
777
+600
| +339% | +$93.4K | 0.06% | 116 |
|
|
2018
Q4 | $23K | Hold |
177
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $28K | Hold |
177
| – | – | 0.01% | 184 |
|
|
2018
Q2 | $23K | Hold |
177
| – | – | 0.01% | 202 |
|
|
2018
Q1 | $22K | Hold |
177
| – | – | 0.01% | 201 |
|
|
2017
Q4 | $19K | Hold |
177
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $20K | Hold |
177
| – | – | 0.01% | 203 |
|
|
2017
Q2 | $18K | Hold |
177
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $15K | Hold |
177
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $13K | Buy |
+177
| New | +$13K | 0.01% | 255 |
|