V 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
Q2 | – | Sell |
-2,267
| Closed | -$628K | – | 462 |
|
|
2021
Q1 | $628K | Sell |
2,267
-100
| -4% | -$27.7K | 0.12% | 202 |
|
|
2020
Q4 | $723K | Buy |
+2,367
| New | +$723K | 0.15% | 165 |
|
|
2020
Q2 | – | Sell |
-1,434
| Closed | -$224K | – | 343 |
|
|
2020
Q1 | $224K | Buy |
+1,434
| New | +$224K | 0.07% | 276 |
|
|
2018
Q2 | – | Sell |
-3,119
| Closed | -$383K | – | 203 |
|
|
2018
Q1 | $383K | Sell |
3,119
-338
| -10% | -$41.5K | 0.2% | 122 |
|
|
2017
Q4 | $362K | Buy |
3,457
+26
| +0.8% | +$2.72K | 0.18% | 132 |
|
|
2017
Q3 | $392K | Buy |
+3,431
| New | +$392K | 0.2% | 112 |
|