WFG Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-48
| Closed | -$2K | – | 1594 |
|
|
2015
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 1454 |
|
|
2015
Q1 | $3K | Sell |
48
-1,003
| -95% | -$62.7K | ﹤0.01% | 1439 |
|
|
2014
Q4 | $63K | Sell |
1,051
-550
| -34% | -$33K | 0.01% | 796 |
|
|
2014
Q3 | $88K | Buy |
1,601
+500
| +45% | +$27.5K | 0.02% | 708 |
|
|
2014
Q2 | $62K | Buy |
1,101
+50
| +5% | +$2.82K | 0.01% | 830 |
|
|
2014
Q1 | $52K | Hold |
1,051
| – | – | 0.01% | 897 |
|
|
2013
Q4 | $53K | Hold |
1,051
| – | – | 0.01% | 976 |
|
|
2013
Q3 | $43K | Hold |
1,051
| – | – | 0.01% | 984 |
|
|
2013
Q2 | $36K | Buy |
+1,051
| New | +$36K | 0.01% | 1002 |
|