Curi Wealth Management’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 |
-2,809
| Closed | -$464K | – | 753 |
|
|
2022
Q1 | $464K | Buy |
2,809
+111
| +4% | +$18.3K | 0.08% | 66 |
|
|
2021
Q4 | $410K | Hold |
2,698
| – | – | 0.07% | 74 |
|
|
2021
Q3 | $331K | Hold |
2,698
| – | – | 0.15% | 59 |
|
|
2021
Q2 | $371K | Hold |
2,698
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $389K | Hold |
2,698
| – | – | 0.25% | 47 |
|
|
2020
Q4 | $351K | Buy |
+2,698
| New | +$351K | 0.25% | 50 |
|