Rowland Carmichael Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,731
| Closed | -$1.1M | – | 351 |
|
|
2019
Q2 | $1.1M | Sell |
6,731
-100
| -1% | -$16.3K | 0.38% | 58 |
|
|
2019
Q1 | $1.06M | Sell |
6,831
-4,429
| -39% | -$690K | 0.39% | 53 |
|
|
2018
Q4 | $1.45M | Hold |
11,260
| – | – | 0.64% | 23 |
|
|
2018
Q3 | $1.76M | Sell |
11,260
-1,519
| -12% | -$237K | 0.68% | 17 |
|
|
2018
Q2 | $1.68M | Hold |
12,779
| – | – | 0.71% | 16 |
|
|
2018
Q1 | $1.61M | Sell |
12,779
-14
| -0.1% | -$1.76K | 0.88% | 14 |
|
|
2017
Q4 | $1.34M | Buy |
12,793
+225
| +2% | +$23.6K | 0.69% | 28 |
|
|
2017
Q3 | $1.41M | Hold |
12,568
| – | – | 0.78% | 23 |
|
|
2017
Q2 | $1.27M | Sell |
12,568
-2,067
| -14% | -$208K | 0.73% | 25 |
|
|
2017
Q1 | $1.27M | Sell |
14,635
-1,891
| -11% | -$163K | 0.77% | 23 |
|
|
2016
Q4 | $1.22M | Hold |
16,526
| – | – | 0.72% | 27 |
|
|
2016
Q3 | $1.2M | Hold |
16,526
| – | – | 0.76% | 27 |
|
|
2016
Q2 | $895K | Buy |
16,526
+9,256
| +127% | +$501K | 0.56% | 63 |
|
|
2016
Q1 | $424K | Buy |
+7,270
| New | +$424K | 0.39% | 88 |
|