Capital Analysts LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21
| Closed | -$3K | – | 840 |
|
|
2020
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 700 |
|
|
2020
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 674 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 648 |
|
|
2019
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 619 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $2K | Buy |
21
+4
| +24% | +$381 | ﹤0.01% | 558 |
|
|
2018
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 536 |
|