Thomas J. Herzfeld Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9
| Closed | -$3K | – | 350 |
|
|
2021
Q2 | $3K | Buy |
9
+2
| +29% | +$667 | ﹤0.01% | 308 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 283 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 231 |
|
|
2020
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 263 |
|