TFO Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$243 | – | 792 |
|
|
2023
Q4 | $243 | Sell |
1
-174
| -99% | -$42.3K | ﹤0.01% | 586 |
|
|
2023
Q3 | $35.8K | Buy |
175
+1
| +0.6% | +$205 | 0.01% | 108 |
|
|
2023
Q2 | $35.6K | Buy |
+174
| New | +$35.6K | 0.01% | 96 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 145 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 370 |
|
|
2022
Q1 | – | Sell |
-26
| Closed | -$7K | – | 119 |
|
|
2021
Q4 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 99 |
|