Parisi Gray Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-69
| Closed | -$20K | – | 138 |
|
|
2021
Q2 | $20K | Buy |
+69
| New | +$20K | 0.01% | 374 |
|
|
2019
Q2 | – | Sell |
-751
| Closed | -$117K | – | 112 |
|
|
2019
Q1 | $117K | Hold |
751
| – | – | 0.07% | 125 |
|
|
2018
Q4 | $96K | Sell |
751
-18
| -2% | -$2.3K | 0.07% | 133 |
|
|
2018
Q3 | $120K | Hold |
769
| – | – | 0.07% | 133 |
|
|
2018
Q2 | $104K | Hold |
769
| – | – | 0.07% | 138 |
|
|
2018
Q1 | $96K | Buy |
769
+147
| +24% | +$18.4K | 0.07% | 137 |
|
|
2017
Q4 | $67K | Buy |
+622
| New | +$67K | 0.05% | 176 |
|