San Francisco Sentry Investment Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $98K | Hold |
337
| – | – | 0.05% | 278 |
|
|
2021
Q1 | $93K | Buy |
337
+75
| +29% | +$20.7K | 0.04% | 306 |
|
|
2020
Q4 | $80K | Sell |
262
-28
| -10% | -$8.55K | 0.04% | 302 |
|
|
2020
Q3 | $67K | Hold |
290
| – | – | 0.03% | 297 |
|
|
2020
Q2 | $70K | Sell |
290
-265
| -48% | -$64K | 0.04% | 287 |
|
|
2020
Q1 | $87K | Buy |
555
+5
| +0.9% | +$784 | 0.06% | 234 |
|
|
2019
Q4 | $101K | Buy |
550
+7
| +1% | +$1.29K | 0.05% | 276 |
|
|
2019
Q3 | $80K | Hold |
543
| – | – | 0.04% | 301 |
|
|
2019
Q2 | $88K | Sell |
543
-167
| -24% | -$27.1K | 0.04% | 294 |
|
|
2019
Q1 | $111K | Sell |
710
-1
| -0.1% | -$156 | 0.05% | 285 |
|
|
2018
Q4 | $92K | Sell |
711
-28
| -4% | -$3.62K | 0.04% | 289 |
|
|
2018
Q3 | $116K | Buy |
739
+288
| +64% | +$45.2K | 0.04% | 276 |
|
|
2018
Q2 | $59K | Hold |
451
| – | – | 0.02% | 372 |
|
|
2018
Q1 | $57K | Buy |
451
+168
| +59% | +$21.2K | 0.02% | 435 |
|
|
2017
Q4 | $30K | Hold |
283
| – | – | 0.01% | 504 |
|
|
2017
Q3 | $32K | Hold |
283
| – | – | 0.01% | 485 |
|
|
2017
Q2 | $29K | Buy |
+283
| New | +$29K | 0.01% | 418 |
|
|
2014
Q4 | – | Sell |
-364
| Closed | -$20K | – | 162 |
|
|
2014
Q3 | $20K | Buy |
+364
| New | +$20K | 0.01% | 398 |
|