Roth Financial Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-720
| Closed | -$154K | – | 27 |
|
|
2022
Q1 | $154K | Buy |
720
+220
| +44% | +$47.1K | 0.11% | 28 |
|
|
2021
Q4 | $141K | Hold |
500
| – | – | 0.1% | 25 |
|
|
2021
Q3 | $143K | Hold |
500
| – | – | 0.11% | 23 |
|
|
2021
Q2 | $146K | Hold |
500
| – | – | 0.11% | 21 |
|
|
2021
Q1 | $139K | Hold |
500
| – | – | 0.12% | 20 |
|
|
2020
Q4 | $153K | Buy |
+500
| New | +$153K | 0.15% | 18 |
|