Belpointe Asset 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 |
-6,120
| Closed | -$1.01M | – | 1305 |
|
|
2022
Q1 | $1.01M | Buy |
6,120
+21
| +0.3% | +$3.47K | 0.06% | 329 |
|
|
2021
Q4 | $928K | Sell |
6,099
-75
| -1% | -$11.4K | 0.06% | 334 |
|
|
2021
Q3 | $758K | Buy |
6,174
+1,734
| +39% | +$213K | 0.05% | 387 |
|
|
2021
Q2 | $611K | Buy |
4,440
+260
| +6% | +$35.8K | 0.04% | 434 |
|
|
2021
Q1 | $603K | Sell |
4,180
-1,860
| -31% | -$268K | 0.05% | 368 |
|
|
2020
Q4 | $787K | Buy |
+6,040
| New | +$787K | 0.07% | 300 |
|