RPg Family Wealth Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-131
| Closed | -$17.2K | – | 256 |
|
|
2018
Q2 | $17.2K | Buy |
+131
| New | +$17.2K | 0.01% | 180 |
|
|
2017
Q1 | – | Sell |
-1,294
| Closed | -$95.8K | – | 267 |
|
|
2016
Q4 | $95.8K | Sell |
1,294
-148
| -10% | -$11K | 0.08% | 83 |
|
|
2016
Q3 | $104K | Sell |
1,442
-20
| -1% | -$1.45K | 0.07% | 77 |
|
|
2016
Q2 | $79.2K | Sell |
1,462
-38
| -3% | -$2.06K | 0.03% | 97 |
|
|
2016
Q1 | $87.5K | Hold |
1,500
| – | – | 0.07% | 94 |
|
|
2015
Q4 | $91.4K | Buy |
+1,500
| New | +$91.4K | 0.08% | 64 |
|