Schubert & Co’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$5.83K | – | 59 |
|
|
2023
Q1 | $5.83K | Buy |
28
+2
| +8% | +$416 | 0.01% | 393 |
|
|
2022
Q4 | $4.86K | Sell |
26
-7
| -21% | -$1.31K | ﹤0.01% | 447 |
|
|
2022
Q3 | $6K | Buy |
33
+10
| +43% | +$1.82K | 0.01% | 307 |
|
|
2022
Q2 | $4K | Buy |
23
+15
| +188% | +$2.61K | ﹤0.01% | 402 |
|
|
2022
Q1 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 330 |
|
|
2021
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 191 |
|