Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Sell |
46
-123
| -73% | -$13.4K | ﹤0.01% | 1457 |
|
|
2021
Q2 | $23K | Buy |
169
+123
| +267% | +$16.7K | ﹤0.01% | 865 |
|
|
2021
Q1 | $6K | Sell |
46
-57
| -55% | -$7.44K | ﹤0.01% | 1247 |
|
|
2020
Q4 | $13K | Sell |
103
-3
| -3% | -$379 | ﹤0.01% | 841 |
|
|
2020
Q3 | $13K | Buy |
106
+75
| +242% | +$9.2K | ﹤0.01% | 730 |
|
|
2020
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 1135 |
|
|
2019
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q1 | $3K | Buy |
31
+11
| +55% | +$1.07K | ﹤0.01% | 1056 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1114 |
|