Total Clarity Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,370
| Closed | -$722K | – | 1010 |
|
|
2022
Q1 | $722K | Buy |
3,370
+50
| +2% | +$10.7K | 0.4% | 68 |
|
|
2021
Q4 | $934K | Buy |
3,320
+85
| +3% | +$23.9K | 0.42% | 58 |
|
|
2021
Q3 | $923K | Buy |
3,235
+35
| +1% | +$9.99K | 0.44% | 57 |
|
|
2021
Q2 | $934K | Buy |
3,200
+355
| +12% | +$104K | 0.52% | 59 |
|
|
2021
Q1 | $788K | Buy |
2,845
+50
| +2% | +$13.8K | 0.45% | 55 |
|
|
2020
Q4 | $853K | Buy |
+2,795
| New | +$853K | 0.59% | 46 |
|