Geneos 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 |
-27
| Closed | -$4K | – | 2882 |
|
|
2022
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 2441 |
|
|
2021
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 2503 |
|
|
2021
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 2623 |
|
|
2021
Q2 | – | Sell |
-824
| Closed | -$107K | – | 3212 |
|
|
2021
Q1 | $107K | Buy |
+824
| New | +$107K | ﹤0.01% | 1277 |
|