Curated Wealth Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,765
| Closed | -$574K | – | 168 |
|
|
2022
Q1 | $574K | Hold |
3,765
| – | – | 0.19% | 68 |
|
|
2021
Q4 | $574K | Hold |
3,765
| – | – | 0.19% | 70 |
|
|
2021
Q3 | $463K | Hold |
3,765
| – | – | 0.26% | 79 |
|
|
2021
Q2 | $518K | Sell |
3,765
-134
| -3% | -$18.4K | 0.28% | 69 |
|
|
2021
Q1 | $563K | Buy |
3,899
+275
| +8% | +$39.7K | 0.35% | 56 |
|
|
2020
Q4 | $472K | Buy |
+3,624
| New | +$472K | 0.31% | 66 |
|