Seven Bridges Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,838
| Closed | -$185K | – | 135 |
|
|
2017
Q2 | $185K | Sell |
1,838
-4,037
| -69% | -$406K | 0.17% | 104 |
|
|
2017
Q1 | $508K | Sell |
5,875
-2,814
| -32% | -$243K | 0.48% | 61 |
|
|
2016
Q4 | $643K | Sell |
8,689
-1,278
| -13% | -$94.6K | 0.66% | 42 |
|
|
2016
Q3 | $721K | Buy |
9,967
+548
| +6% | +$39.6K | 0.64% | 47 |
|
|
2016
Q2 | $510K | Buy |
9,419
+1,099
| +13% | +$59.5K | 0.44% | 62 |
|
|
2016
Q1 | $485K | Buy |
+8,320
| New | +$485K | 0.38% | 70 |
|