Shorepoint Capital Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,935
| Closed | -$825K | – | 80 |
|
|
2021
Q4 | $825K | Buy |
2,935
+59
| +2% | +$16.6K | 0.33% | 64 |
|
|
2021
Q3 | $820K | Buy |
+2,876
| New | +$820K | 0.37% | 64 |
|
|
2021
Q1 | $787K | Buy |
2,840
+74
| +3% | +$20.5K | 0.42% | 62 |
|
|
2020
Q4 | $844K | Sell |
2,766
-23
| -0.8% | -$7.02K | 0.47% | 60 |
|
|
2020
Q3 | $644K | Buy |
2,789
+115
| +4% | +$26.6K | 0.4% | 60 |
|
|
2020
Q2 | $639K | Buy |
2,674
+201
| +8% | +$48K | 0.42% | 61 |
|
|
2020
Q1 | $386K | Buy |
+2,473
| New | +$386K | 0.31% | 68 |
|