Ethic Inc’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
Q4 | – | Sell |
-1,126
| Closed | -$240K | – | 1241 |
|
|
2024
Q3 | $240K | Buy |
+1,126
| New | +$240K | 0.01% | 953 |
|
|
2024
Q2 | – | Sell |
-1,126
| Closed | -$240K | – | 1186 |
|
|
2024
Q1 | $240K | Sell |
1,126
-576
| -34% | -$123K | 0.01% | 951 |
|
|
2023
Q4 | $375K | Sell |
1,702
-90
| -5% | -$19.8K | 0.01% | 825 |
|
|
2023
Q3 | $366K | Sell |
1,792
-1,173
| -40% | -$240K | 0.01% | 759 |
|
|
2023
Q2 | $497K | Buy |
2,965
+921
| +45% | +$154K | 0.02% | 647 |
|
|
2023
Q1 | $468K | Buy |
2,044
+513
| +34% | +$117K | 0.02% | 666 |
|
|
2022
Q4 | $314K | Buy |
+1,531
| New | +$314K | 0.02% | 703 |
|