TRUE Private Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-45
| Closed | -$13K | – | 242 |
|
|
2020
Q4 | $13K | Hold |
45
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $7K | Sell |
45
-2,065
| -98% | -$321K | ﹤0.01% | 485 |
|
|
2019
Q4 | $387K | Hold |
2,110
| – | – | 0.06% | 149 |
|
|
2019
Q3 | $311K | Hold |
2,110
| – | – | 0.05% | 155 |
|
|
2019
Q2 | $343K | Hold |
2,110
| – | – | 0.06% | 144 |
|
|
2019
Q1 | $328K | Sell |
2,110
-64
| -3% | -$9.95K | 0.06% | 142 |
|
|
2018
Q4 | $279K | Sell |
2,174
-4
| -0.2% | -$513 | 0.05% | 188 |
|
|
2018
Q3 | $340K | Buy |
2,178
+22
| +1% | +$3.43K | 0.05% | 206 |
|
|
2018
Q2 | $282K | Hold |
2,156
| – | – | 0.04% | 212 |
|
|
2018
Q1 | $270K | Buy |
2,156
+22
| +1% | +$2.76K | 0.05% | 192 |
|
|
2017
Q4 | $223K | Hold |
2,134
| – | – | 0.04% | 203 |
|
|
2017
Q3 | $239K | Hold |
2,134
| – | – | 0.05% | 135 |
|
|
2017
Q2 | $215K | Buy |
+2,134
| New | +$215K | 0.05% | 138 |
|