Perennial Advisors’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 |
-189
| Closed | -$55K | – | 89 |
|
|
2021
Q2 | $55K | Hold |
189
| – | – | 0.02% | 147 |
|
|
2021
Q1 | $52K | Hold |
189
| – | – | 0.02% | 146 |
|
|
2020
Q4 | $58K | Buy |
+189
| New | +$58K | 0.02% | 130 |
|
|
2020
Q3 | – | Sell |
-199
| Closed | -$48K | – | 81 |
|
|
2020
Q2 | $48K | Buy |
+199
| New | +$48K | 0.02% | 135 |
|
|
2019
Q1 | – | Sell |
-260
| Closed | -$33K | – | 84 |
|
|
2018
Q4 | $33K | Hold |
260
| – | – | 0.02% | 111 |
|
|
2018
Q3 | $41K | Sell |
260
-45
| -15% | -$7.1K | 0.02% | 111 |
|
|
2018
Q2 | $40K | Hold |
305
| – | – | 0.02% | 111 |
|
|
2018
Q1 | $38K | Hold |
305
| – | – | 0.02% | 109 |
|
|
2017
Q4 | $32K | Buy |
305
+145
| +91% | +$15.2K | 0.02% | 122 |
|
|
2017
Q3 | $18K | Hold |
160
| – | – | 0.01% | 138 |
|
|
2017
Q2 | $16K | Hold |
160
| – | – | 0.01% | 142 |
|
|
2017
Q1 | $14K | Hold |
160
| – | – | 0.01% | 140 |
|
|
2016
Q4 | $12K | Buy |
+160
| New | +$12K | 0.01% | 153 |
|