PWAG
Polaris Wealth Advisory Group’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-23,619
| Closed | -$3.87M | – | 142 |
|
|
2019
Q1 | $3.87M | Sell |
23,619
-3,064
| -11% | -$502K | 0.29% | 62 |
|
|
2018
Q4 | $3.43M | Sell |
26,683
-1,389
| -5% | -$179K | 0.32% | 57 |
|
|
2018
Q3 | $4.38M | Sell |
28,072
-1,126
| -4% | -$176K | 0.3% | 66 |
|
|
2018
Q2 | $3.67M | Hold |
29,198
| – | – | 0.31% | 58 |
|
|
2018
Q1 | $3.67M | Buy |
29,198
+7,571
| +35% | +$951K | 0.3% | 59 |
|
|
2017
Q4 | $2.27M | Buy |
21,627
+3,359
| +18% | +$352K | 0.19% | 69 |
|
|
2017
Q3 | $2.05M | Buy |
+18,268
| New | +$2.05M | 0.18% | 69 |
|