CT
AZPN

Caldwell Trust’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Caldwell Trust’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-108
Closed -$15.6K – 760
2021
Q1 		$15.6K Hold
108
– – ﹤0.01% 584
2020
Q4 		$14.1K Hold
108
– – ﹤0.01% 591
2020
Q3 		$13.7K Hold
108
– – ﹤0.01% 575
2020
Q2 		$11.2K Hold
108
– – ﹤0.01% 624
2020
Q1 		$10.3K Hold
108
– – ﹤0.01% 631
2019
Q4 		$13.1K Buy
+108
New +$13.1K ﹤0.01% 648

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