RFG Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,717
| Closed | -$351K | – | 624 |
|
|
2023
Q2 | $351K | Sell |
1,717
-109
| -6% | -$22.3K | 0.02% | 491 |
|
|
2023
Q1 | $380K | Sell |
1,826
-67
| -4% | -$13.9K | 0.02% | 463 |
|
|
2022
Q4 | $423K | Buy |
1,893
+172
| +10% | +$38.5K | 0.02% | 443 |
|
|
2022
Q3 | $342K | Buy |
1,721
+58
| +3% | +$11.5K | 0.02% | 459 |
|
|
2022
Q2 | $369K | Buy |
1,663
+5
| +0.3% | +$1.11K | 0.02% | 415 |
|
|
2022
Q1 | $355K | Sell |
1,658
-133
| -7% | -$28.5K | 0.02% | 388 |
|
|
2021
Q4 | $504K | Buy |
1,791
+37
| +2% | +$10.4K | 0.03% | 303 |
|
|
2021
Q3 | $500K | Buy |
1,754
+95
| +6% | +$27.1K | 0.04% | 274 |
|
|
2021
Q2 | $484K | Sell |
1,659
-45
| -3% | -$13.1K | 0.04% | 272 |
|
|
2021
Q1 | $472K | Sell |
1,704
-41
| -2% | -$11.4K | 0.05% | 263 |
|
|
2020
Q4 | $558K | Sell |
1,745
-428
| -20% | -$137K | 0.07% | 220 |
|
|
2020
Q3 | $502K | Buy |
2,173
+101
| +5% | +$23.3K | 0.07% | 224 |
|
|
2020
Q2 | $496K | Sell |
2,072
-44
| -2% | -$10.5K | 0.08% | 207 |
|
|
2020
Q1 | $330K | Sell |
2,116
-277
| -12% | -$43.2K | 0.06% | 246 |
|
|
2019
Q4 | $439K | Buy |
2,393
+211
| +10% | +$38.7K | 0.07% | 214 |
|
|
2019
Q3 | $322K | Sell |
2,182
-578
| -21% | -$85.3K | 0.06% | 232 |
|
|
2019
Q2 | $450K | Buy |
+2,760
| New | +$450K | 0.1% | 173 |
|