QPWM
Quadrant Private Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,350
| Closed | -$279K | – | 234 |
|
|
2023
Q3 | $279K | Sell |
1,350
-153
| -10% | -$31.7K | 0.09% | 169 |
|
|
2023
Q2 | $308K | Hold |
1,503
| – | – | 0.09% | 183 |
|
|
2023
Q1 | $313K | Sell |
1,503
-2
| -0.1% | -$416 | 0.1% | 173 |
|
|
2022
Q4 | $281K | Buy |
+1,505
| New | +$281K | 0.09% | 186 |
|
|
2022
Q2 | $246K | Buy |
+1,429
| New | +$246K | 0.1% | 172 |
|