Sheets Smith Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,242
| Closed | -$354K | – | 375 |
|
|
2021
Q3 | $354K | Hold |
1,242
| – | – | 0.05% | 269 |
|
|
2021
Q2 | $363K | Buy |
+1,242
| New | +$363K | 0.05% | 270 |
|
|
2021
Q1 | – | Sell |
-1,208
| Closed | -$369K | – | 331 |
|
|
2020
Q4 | $369K | Buy |
1,208
+61
| +5% | +$18.6K | 0.06% | 246 |
|
|
2020
Q3 | $265K | Buy |
+1,147
| New | +$265K | 0.05% | 249 |
|
|
2019
Q3 | – | Sell |
-4,218
| Closed | -$687K | – | 293 |
|
|
2019
Q2 | $687K | Buy |
4,218
+2,102
| +99% | +$342K | 0.14% | 160 |
|
|
2019
Q1 | $330K | Buy |
+2,116
| New | +$330K | 0.07% | 261 |
|
|
2018
Q4 | – | Sell |
-3,719
| Closed | -$581K | – | 275 |
|
|
2018
Q3 | $581K | Buy |
+3,719
| New | +$581K | 0.12% | 194 |
|