Spartan Planning & Wealth Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$69.9K Sell
287
-216
-43% -$52.6K 0.07% 118
2023
Q3
$104K Buy
+503
New +$104K 0.12% 73
2022
Q4
$934 Sell
5
-8
-62% -$1.49K ﹤0.01% 135
2022
Q3
$2K Buy
+13
New +$2K ﹤0.01% 65