Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-37
| Closed | -$4.54K | – | 964 |
|
|
2021
Q3 | $4.54K | Hold |
37
| – | – | ﹤0.01% | 777 |
|
|
2021
Q2 | $5.09K | Hold |
37
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $5.34K | Hold |
37
| – | – | ﹤0.01% | 785 |
|
|
2020
Q4 | $4.82K | Hold |
37
| – | – | ﹤0.01% | 795 |
|
|
2020
Q3 | $4.68K | Hold |
37
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $3.83K | Hold |
37
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $3.52K | Hold |
37
| – | – | ﹤0.01% | 743 |
|
|
2019
Q4 | $4.47K | Hold |
37
| – | – | ﹤0.01% | 776 |
|
|
2019
Q3 | $4.55K | Buy |
+37
| New | +$4.55K | ﹤0.01% | 786 |
|