Sun Life Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-133
| Closed | -$37K | – | 91 |
|
|
2021
Q1 | $37K | Buy |
133
+2
| +2% | +$556 | ﹤0.01% | 198 |
|
|
2020
Q4 | $40K | Sell |
131
-1
| -0.8% | -$305 | 0.01% | 181 |
|
|
2020
Q3 | $30K | Buy |
+132
| New | +$30K | ﹤0.01% | 202 |
|
|
2017
Q2 | – | Sell |
-9
| Closed | -$105 | – | 544 |
|
|
2017
Q1 | $105 | Buy |
9
+1
| +13% | +$12 | ﹤0.01% | 383 |
|
|
2016
Q4 | $105 | Buy |
+8
| New | +$105 | ﹤0.01% | 341 |
|