B. Riley Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $220K | Sell |
880
-30
| -3% | -$7.49K | 0.01% | 1001 |
|
|
2024
Q3 | $217K | Sell |
910
-253
| -22% | -$60.3K | 0.01% | 1100 |
|
|
2024
Q2 | $231K | Sell |
1,163
-951
| -45% | -$189K | 0.01% | 1150 |
|
|
2024
Q1 | $432K | Buy |
2,114
+998
| +89% | +$204K | 0.01% | 866 |
|
|
2023
Q4 | $246K | Sell |
1,116
-998
| -47% | -$220K | 0.01% | 1143 |
|
|
2023
Q3 | $432K | Buy |
2,114
+572
| +37% | +$117K | 0.01% | 866 |
|
|
2023
Q2 | $258K | Sell |
1,542
-38
| -2% | -$6.37K | 0.01% | 1204 |
|
|
2023
Q1 | $362K | Buy |
1,580
+379
| +32% | +$86.7K | 0.01% | 965 |
|
|
2022
Q4 | $247K | Sell |
1,201
-835
| -41% | -$172K | 0.01% | 1145 |
|
|
2022
Q3 | $485K | Buy |
+2,036
| New | +$485K | 0.01% | 769 |
|