SWS
SYSTM Wealth Solutions’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-198
| Closed | -$49K | – | 99 |
|
|
2024
Q2 | $49K | Sell |
198
-167
| -46% | -$41.3K | 0.01% | 285 |
|
|
2024
Q1 | $95.1K | Sell |
365
-5
| -1% | -$1.3K | 0.01% | 484 |
|
|
2023
Q4 | $90.1K | Buy |
+370
| New | +$90.1K | 0.01% | 469 |
|
|
2023
Q3 | – | Sell |
-1,005
| Closed | -$206K | – | 463 |
|
|
2023
Q2 | $206K | Sell |
1,005
-172
| -15% | -$35.2K | 0.03% | 453 |
|
|
2023
Q1 | $245K | Sell |
1,177
-9,542
| -89% | -$1.99M | 0.04% | 415 |
|
|
2022
Q4 | $2M | Buy |
+10,719
| New | +$2M | 0.25% | 111 |
|