One Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-81
| Closed | -$15.1K | – | 208 |
|
|
2022
Q4 | $15.1K | Buy |
+81
| New | +$15.1K | ﹤0.01% | 571 |
|
|
2021
Q3 | – | Sell |
-1,008
| Closed | -$294K | – | 216 |
|
|
2021
Q2 | $294K | Sell |
1,008
-278
| -22% | -$81.1K | 0.09% | 128 |
|
|
2021
Q1 | $356K | Buy |
1,286
+302
| +31% | +$83.6K | 0.14% | 89 |
|
|
2020
Q4 | $300K | Sell |
984
-16
| -2% | -$4.88K | 0.16% | 87 |
|
|
2020
Q3 | $231K | Buy |
+1,000
| New | +$231K | 0.16% | 72 |
|