Caldwell Trust’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-108
2021
Q1
$15.6K Hold
108
2020
Q4
$14.1K Hold
108
2020
Q3
$13.7K Hold
108
2020
Q2
$11.2K Hold
108
2020
Q1
$10.3K Hold
108
2019
Q4
$13.1K Buy
+108