Crewe 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-157
| Closed | -$31.2K | – | 1013 |
|
2024
Q2 | $31.2K | Buy |
157
+119
| +313% | +$23.6K | ﹤0.01% | 463 |
|
2024
Q1 | $8.11K | Buy |
+38
| New | +$8.11K | ﹤0.01% | 651 |
|
2023
Q4 | – | Sell |
-1
| Closed | -$205 | – | 718 |
|
2023
Q3 | $205 | Hold |
1
| – | – | ﹤0.01% | 443 |
|
2023
Q2 | $168 | Buy |
+1
| New | +$168 | ﹤0.01% | 743 |
|