Transamerica Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-40
| Closed | -$7K | – | 102 |
|
|
2019
Q2 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 317 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$6K | – | 103 |
|
|
2018
Q4 | $6K | Sell |
40
-224
| -85% | -$33.6K | ﹤0.01% | 307 |
|
|
2018
Q3 | $42K | Hold |
264
| – | – | 0.01% | 236 |
|
|
2018
Q2 | $35K | Hold |
264
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $34K | Hold |
264
| – | – | 0.01% | 244 |
|
|
2017
Q4 | $28K | Hold |
264
| – | – | ﹤0.01% | 245 |
|
|
2017
Q3 | $30K | Buy |
+264
| New | +$30K | ﹤0.01% | 244 |
|
|
2015
Q4 | – | Sell |
-17
| Closed | -$1K | – | 821 |
|
|
2015
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 713 |
|