AO
AZPN
Advisor OS’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,212
| Closed | -$696K | – | 215 |
|
|
2022
Q1 | $696K | Buy |
4,212
+517
| +14% | +$85.4K | 0.2% | 116 |
|
|
2021
Q4 | $563K | Buy |
3,695
+371
| +11% | +$56.5K | 0.11% | 156 |
|
|
2021
Q3 | $407K | Buy |
3,324
+481
| +17% | +$58.9K | 0.09% | 174 |
|
|
2021
Q2 | $392K | Buy |
2,843
+1,182
| +71% | +$163K | 0.08% | 163 |
|
|
2021
Q1 | $239K | Buy |
+1,661
| New | +$239K | 0.05% | 181 |
|