TWA
TCI Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-309
| Closed | -$64.3K | – | 237 |
|
|
2023
Q1 | $64.3K | Sell |
309
-42
| -12% | -$8.74K | 0.01% | 372 |
|
|
2022
Q4 | $65.6K | Buy |
351
+31
| +10% | +$5.79K | 0.01% | 341 |
|
|
2022
Q3 | $60K | Buy |
320
+5
| +2% | +$938 | 0.01% | 327 |
|
|
2022
Q2 | $54K | Hold |
315
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $68K | Sell |
315
-46
| -13% | -$9.93K | 0.01% | 328 |
|
|
2021
Q4 | $102K | Buy |
361
+15
| +4% | +$4.24K | 0.02% | 263 |
|
|
2021
Q3 | $99K | Buy |
346
+3
| +0.9% | +$858 | 0.02% | 270 |
|
|
2021
Q2 | $100K | Buy |
343
+43
| +14% | +$12.5K | 0.02% | 260 |
|
|
2021
Q1 | $83K | Buy |
300
+55
| +22% | +$15.2K | 0.04% | 253 |
|
|
2020
Q4 | $75K | Hold |
245
| – | – | 0.03% | 245 |
|
|
2020
Q3 | $57K | Hold |
245
| – | – | 0.02% | 273 |
|
|
2020
Q2 | $59K | Buy |
245
+3
| +1% | +$722 | 0.03% | 269 |
|
|
2020
Q1 | $38K | Sell |
242
-254
| -51% | -$39.9K | 0.02% | 337 |
|
|
2019
Q4 | $91K | Buy |
496
+254
| +105% | +$46.6K | 0.04% | 268 |
|
|
2019
Q3 | $36K | Hold |
242
| – | – | 0.02% | 379 |
|
|
2019
Q2 | $39K | Hold |
242
| – | – | 0.02% | 351 |
|
|
2019
Q1 | $38K | Sell |
242
-4
| -2% | -$628 | 0.02% | 383 |
|
|
2018
Q4 | $32K | Buy |
246
+4
| +2% | +$520 | 0.02% | 380 |
|
|
2018
Q3 | $38K | Hold |
242
| – | – | 0.02% | 373 |
|
|
2018
Q2 | $32K | Buy |
242
+3
| +1% | +$397 | 0.01% | 400 |
|
|
2018
Q1 | $30K | Sell |
239
-12
| -5% | -$1.51K | 0.01% | 400 |
|
|
2017
Q4 | $26K | Hold |
251
| – | – | 0.01% | 444 |
|
|
2017
Q3 | $28K | Buy |
251
+12
| +5% | +$1.34K | 0.01% | 403 |
|
|
2017
Q2 | $24K | Hold |
239
| – | – | 0.01% | 432 |
|
|
2017
Q1 | $21K | Sell |
239
-4
| -2% | -$351 | 0.01% | 436 |
|
|
2016
Q4 | $18K | Sell |
243
-53
| -18% | -$3.93K | 0.01% | 506 |
|
|
2016
Q3 | $21K | Buy |
296
+53
| +22% | +$3.76K | 0.01% | 435 |
|
|
2016
Q2 | $13K | Hold |
243
| – | – | 0.01% | 497 |
|
|
2016
Q1 | $14K | Buy |
243
+32
| +15% | +$1.84K | 0.01% | 502 |
|
|
2015
Q4 | $13K | Buy |
211
+9
| +4% | +$555 | 0.01% | 505 |
|
|
2015
Q3 | $9K | Buy |
+202
| New | +$9K | 0.01% | 521 |
|