Westover Capital Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,152
| Closed | -$676K | – | 165 |
|
|
2022
Q1 | $676K | Sell |
3,152
-1,326
| -30% | -$284K | 0.21% | 91 |
|
|
2021
Q4 | $1.26M | Buy |
4,478
+320
| +8% | +$90K | 0.37% | 67 |
|
|
2021
Q3 | $1.19M | Buy |
4,158
+1,828
| +78% | +$521K | 0.37% | 68 |
|
|
2021
Q2 | $680K | Buy |
2,330
+115
| +5% | +$33.6K | 0.22% | 85 |
|
|
2021
Q1 | $614K | Sell |
2,215
-123
| -5% | -$34.1K | 0.21% | 92 |
|
|
2020
Q4 | $714K | Buy |
2,338
+75
| +3% | +$22.9K | 0.26% | 80 |
|
|
2020
Q3 | $523K | Buy |
+2,263
| New | +$523K | 0.21% | 86 |
|