TWMP
Taylor Wealth Management Partners’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,439
| Closed | -$3.26M | – | 65 |
|
|
2021
Q3 | $3.26M | Buy |
11,439
+940
| +9% | +$268K | 1.16% | 34 |
|
|
2021
Q2 | $3.07M | Buy |
10,499
+297
| +3% | +$86.7K | 1.08% | 34 |
|
|
2021
Q1 | $2.83M | Buy |
10,202
+365
| +4% | +$101K | 1.03% | 39 |
|
|
2020
Q4 | $3M | Buy |
9,837
+20
| +0.2% | +$6.11K | 1.16% | 35 |
|
|
2020
Q3 | $2.27M | Buy |
9,817
+152
| +2% | +$35.1K | 1.04% | 36 |
|
|
2020
Q2 | $2.31M | Buy |
+9,665
| New | +$2.31M | 1.17% | 31 |
|