Wealthfront’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $897K | Sell |
5,744
-177
| -3% | -$27.6K | 0.01% | 274 |
|
|
2018
Q2 | $776K | Sell |
5,921
-142
| -2% | -$18.6K | 0.01% | 306 |
|
|
2018
Q1 | $761K | Sell |
6,063
-1,923
| -24% | -$241K | 0.01% | 307 |
|
|
2017
Q4 | $837K | Buy |
7,986
+812
| +11% | +$85.1K | 0.01% | 256 |
|
|
2017
Q3 | $805K | Buy |
7,174
+1,094
| +18% | +$123K | 0.01% | 233 |
|
|
2017
Q2 | $613K | Buy |
6,080
+762
| +14% | +$76.8K | 0.01% | 232 |
|
|
2017
Q1 | $460K | Buy |
5,318
+381
| +8% | +$33K | 0.01% | 238 |
|
|
2016
Q4 | $365K | Buy |
4,937
+275
| +6% | +$20.3K | 0.01% | 257 |
|
|
2016
Q3 | $337K | Buy |
+4,662
| New | +$337K | 0.01% | 253 |
|
|
2015
Q4 | – | Sell |
-1,139
| Closed | -$50K | – | 307 |
|
|
2015
Q3 | $50K | Sell |
1,139
-144
| -11% | -$6.32K | ﹤0.01% | 515 |
|
|
2015
Q2 | $64K | Sell |
1,283
-1,459
| -53% | -$72.8K | ﹤0.01% | 477 |
|
|
2015
Q1 | $161K | Buy |
2,742
+467
| +21% | +$27.4K | 0.01% | 285 |
|
|
2014
Q4 | $137K | Buy |
2,275
+757
| +50% | +$45.6K | 0.01% | 298 |
|
|
2014
Q3 | $84K | Buy |
1,518
+437
| +40% | +$24.2K | 0.01% | 314 |
|
|
2014
Q2 | $61K | Buy |
1,081
+623
| +136% | +$35.2K | 0.01% | 326 |
|
|
2014
Q1 | $23K | Buy |
+458
| New | +$23K | ﹤0.01% | 404 |
|