Steward Financial Group’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27K | Sell |
134
-325
| -71% | -$65.5K | 0.01% | 210 |
|
|
2023
Q2 | $93K | Sell |
459
-6
| -1% | -$1.22K | 0.03% | 97 |
|
|
2023
Q1 | $96K | Buy |
465
+36
| +8% | +$7.43K | 0.03% | 62 |
|
|
2022
Q4 | $80K | Buy |
+429
| New | +$80K | 0.04% | 59 |
|
|
2022
Q3 | – | Sell |
-415
| Closed | -$71K | – | 75 |
|
|
2022
Q2 | $71K | Buy |
415
+8
| +2% | +$1.37K | 0.06% | 62 |
|
|
2022
Q1 | $87K | Buy |
407
+7
| +2% | +$1.5K | 0.08% | 53 |
|
|
2021
Q4 | $112K | Buy |
+400
| New | +$112K | 0.1% | 43 |
|