USCA RIA’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $494K | Sell |
1,693
-320
| -16% | -$93.4K | 0.03% | 395 |
|
|
2021
Q1 | $558K | Sell |
2,013
-383
| -16% | -$106K | 0.04% | 368 |
|
|
2020
Q4 | $732K | Buy |
2,396
+1,332
| +125% | +$407K | 0.05% | 271 |
|
|
2020
Q3 | $246K | Buy |
1,064
+51
| +5% | +$11.8K | 0.02% | 392 |
|
|
2020
Q2 | $242K | Buy |
+1,013
| New | +$242K | 0.02% | 383 |
|
|
2020
Q1 | – | Sell |
-2,316
| Closed | -$425K | – | 412 |
|
|
2019
Q4 | $425K | Buy |
+2,316
| New | +$425K | 0.04% | 353 |
|