FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,286
| Closed | -$718K | – | 790 |
|
|
2023
Q2 | $718K | Sell |
4,286
-269
| -6% | -$45.1K | 0.04% | 368 |
|
|
2023
Q1 | $936K | Hold |
4,555
| – | – | 0.04% | 313 |
|
|
2022
Q4 | $936K | Sell |
4,555
-1,388
| -23% | -$285K | 0.04% | 313 |
|
|
2022
Q3 | $1.42M | Sell |
5,943
-834
| -12% | -$199K | 0.06% | 233 |
|
|
2022
Q2 | $1.25M | Buy |
+6,777
| New | +$1.25M | 0.05% | 280 |
|