Icon Wealth Partners’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 |
-4,088
| Closed | -$676K | – | 347 |
|
|
2022
Q1 | $676K | Sell |
4,088
-302
| -7% | -$49.9K | 0.07% | 182 |
|
|
2021
Q4 | $668K | Sell |
4,390
-52
| -1% | -$7.91K | 0.07% | 187 |
|
|
2021
Q3 | $545K | Buy |
4,442
+231
| +5% | +$28.3K | 0.06% | 215 |
|
|
2021
Q2 | $579K | Buy |
4,211
+524
| +14% | +$72K | 0.06% | 212 |
|
|
2021
Q1 | $532K | Buy |
3,687
+802
| +28% | +$116K | 0.07% | 205 |
|
|
2020
Q4 | $376K | Buy |
2,885
+630
| +28% | +$82.1K | 0.06% | 205 |
|
|
2020
Q3 | $285K | Buy |
+2,255
| New | +$285K | 0.06% | 207 |
|