Shine Investment Advisory Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $74K | Buy |
+320
| New | +$74K | 0.03% | 236 |
|
|
2019
Q3 | – | Sell |
-305
| Closed | -$50K | – | 719 |
|
|
2019
Q2 | $50K | Buy |
305
+146
| +92% | +$23.9K | 0.02% | 298 |
|
|
2019
Q1 | $25K | Hold |
159
| – | – | 0.01% | 432 |
|
|
2018
Q4 | $20K | Buy |
159
+59
| +59% | +$7.42K | 0.01% | 438 |
|
|
2018
Q3 | $16K | Sell |
100
-95
| -49% | -$15.2K | 0.01% | 467 |
|
|
2018
Q2 | $26K | Hold |
195
| – | – | 0.01% | 413 |
|
|
2018
Q1 | $24K | Sell |
195
-48
| -20% | -$5.91K | 0.01% | 433 |
|
|
2017
Q4 | $25K | Buy |
243
+65
| +37% | +$6.69K | 0.01% | 414 |
|
|
2017
Q3 | $20K | Hold |
178
| – | – | 0.01% | 448 |
|
|
2017
Q2 | $18K | Buy |
+178
| New | +$18K | 0.01% | 443 |
|