TrueWealth LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $48K | Hold |
202
| – | – | 0.02% | 282 |
|
|
2020
Q1 | $32K | Hold |
202
| – | – | 0.02% | 302 |
|
|
2019
Q4 | $37K | Hold |
202
| – | – | 0.02% | 301 |
|
|
2019
Q3 | $30K | Hold |
202
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $33K | Hold |
202
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $31K | Hold |
202
| – | – | 0.01% | 317 |
|
|
2018
Q4 | $26K | Hold |
202
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $32K | Hold |
202
| – | – | 0.01% | 326 |
|
|
2018
Q2 | $26K | Hold |
202
| – | – | 0.01% | 345 |
|
|
2018
Q1 | $25K | Sell |
202
-145
| -42% | -$17.9K | 0.01% | 329 |
|
|
2017
Q4 | $36K | Buy |
+347
| New | +$36K | 0.02% | 317 |
|