Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,027
| Closed | -$231K | – | 563 |
|
|
2018
Q3 | $231K | Buy |
+2,027
| New | +$231K | 0.11% | 294 |
|
|
2018
Q2 | – | Sell |
-3,889
| Closed | -$307K | – | 535 |
|
|
2018
Q1 | $307K | Buy |
+3,889
| New | +$307K | 0.19% | 224 |
|
|
2017
Q4 | – | Sell |
-9,208
| Closed | -$578K | – | 464 |
|
|
2017
Q3 | $578K | Buy |
+9,208
| New | +$578K | 0.57% | 32 |
|
|
2017
Q2 | – | Sell |
-4,453
| Closed | -$262K | – | 488 |
|
|
2017
Q1 | $262K | Buy |
+4,453
| New | +$262K | 0.16% | 295 |
|