Baldwin Investment 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 |
-1,895
| Closed | -$313 | – | 243 |
|
|
2022
Q1 | $313 | Hold |
1,895
| – | – | 0.05% | 198 |
|
|
2021
Q4 | $288 | Hold |
1,895
| – | – | 0.05% | 206 |
|
|
2021
Q3 | $233K | Sell |
1,895
-1,485
| -44% | -$183K | 0.04% | 226 |
|
|
2021
Q2 | $465K | Sell |
3,380
-3,195
| -49% | -$440K | 0.08% | 164 |
|
|
2021
Q1 | $949K | Buy |
+6,575
| New | +$949K | 0.17% | 106 |
|