Blue Zone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,294
| Closed | -$384K | – | 83 |
|
|
2023
Q2 | $384K | Buy |
2,294
+204
| +10% | +$34.2K | 0.18% | 59 |
|
|
2023
Q1 | $478K | Hold |
2,090
| – | – | 0.26% | 57 |
|
|
2022
Q4 | $429K | Hold |
2,090
| – | – | 0.23% | 61 |
|
|
2022
Q3 | $498K | Sell |
2,090
-446
| -18% | -$106K | 0.26% | 63 |
|
|
2022
Q2 | $466K | Buy |
+2,536
| New | +$466K | 0.21% | 66 |
|