Baker Tilly Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,115
| Closed | -$1.18M | – | 542 |
|
|
2022
Q1 | $1.18M | Buy |
7,115
+563
| +9% | +$93.1K | 0.13% | 162 |
|
|
2021
Q4 | $997K | Buy |
6,552
+151
| +2% | +$23K | 0.11% | 198 |
|
|
2021
Q3 | $786K | Buy |
6,401
+581
| +10% | +$71.3K | 0.1% | 209 |
|
|
2021
Q2 | $800K | Buy |
5,820
+527
| +10% | +$72.4K | 0.13% | 180 |
|
|
2021
Q1 | $764K | Buy |
5,293
+971
| +22% | +$140K | 0.16% | 167 |
|
|
2020
Q4 | $563K | Buy |
+4,322
| New | +$563K | 0.17% | 134 |
|