Ropes Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,046
| Closed | -$575K | – | 289 |
|
|
2021
Q4 | $575K | Sell |
2,046
-147
| -7% | -$41.3K | 0.1% | 152 |
|
|
2021
Q3 | $625K | Buy |
2,193
+147
| +7% | +$41.9K | 0.1% | 158 |
|
|
2021
Q2 | $597K | Buy |
+2,046
| New | +$597K | 0.09% | 160 |
|
|
2021
Q1 | – | Sell |
-253
| Closed | -$77K | – | 254 |
|
|
2020
Q4 | $77K | Sell |
253
-41
| -14% | -$12.5K | 0.01% | 335 |
|
|
2020
Q3 | $68K | Sell |
294
-10
| -3% | -$2.31K | 0.01% | 307 |
|
|
2020
Q2 | $73K | Hold |
304
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $47K | Hold |
304
| – | – | 0.01% | 291 |
|
|
2019
Q4 | $56K | Hold |
304
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $45K | Sell |
304
-227
| -43% | -$33.6K | 0.01% | 345 |
|
|
2019
Q2 | $86K | Hold |
531
| – | – | 0.02% | 288 |
|
|
2019
Q1 | $83K | Buy |
+531
| New | +$83K | 0.02% | 283 |
|
|
2016
Q1 | – | Sell |
-19
| Closed | -$1K | – | 453 |
|
|
2015
Q4 | $1K | Sell |
19
-40
| -68% | -$2.11K | ﹤0.01% | 407 |
|
|
2015
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 370 |
|