Heritage Wealth Management (Arizona)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$134K Buy
1,090
+123
+13% +$15.1K 0.05% 287
2021
Q2
$133K Buy
967
+221
+30% +$30.4K 0.05% 292
2021
Q1
$108K Buy
+746
New +$108K 0.06% 240