SAM
Solaris Asset Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-146
| Closed | -$11K | – | 272 |
|
|
2016
Q3 | $11K | Buy |
+146
| New | +$11K | 0.01% | 302 |
|
|
2014
Q2 | – | Sell |
-7,225
| Closed | -$355K | – | 203 |
|
|
2014
Q1 | $355K | Buy |
7,225
+150
| +2% | +$7.37K | 0.25% | 72 |
|
|
2013
Q4 | $356K | Hold |
7,075
| – | – | 0.24% | 78 |
|
|
2013
Q3 | $291K | Hold |
7,075
| – | – | 0.21% | 98 |
|
|
2013
Q2 | $240K | Buy |
+7,075
| New | +$240K | 0.19% | 106 |
|