IFP Advisors’s Aspen Aerogels ASPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
20,749
-5,967
| -22% | -$35.3K | ﹤0.01% | 1528 |
|
|
2025
Q1 | $171K | Buy |
26,716
+5,997
| +29% | +$38.3K | 0.01% | 1250 |
|
|
2024
Q4 | $246K | Buy |
20,719
+20,424
| +6,923% | +$243K | 0.01% | 1041 |
|
|
2024
Q3 | $8.17K | Hold |
295
| – | – | ﹤0.01% | 2505 |
|
|
2024
Q2 | $7.04K | Hold |
295
| – | – | ﹤0.01% | 2457 |
|
|
2024
Q1 | $5.19K | Hold |
295
| – | – | ﹤0.01% | 2443 |
|
|
2023
Q4 | $4.66K | Sell |
295
-200
| -40% | -$3.16K | ﹤0.01% | 2446 |
|
|
2023
Q3 | $4.26K | Hold |
495
| – | – | ﹤0.01% | 2571 |
|
|
2023
Q2 | $3.91K | Hold |
495
| – | – | ﹤0.01% | 2631 |
|
|
2023
Q1 | $2.5K | Hold |
495
| – | – | ﹤0.01% | 2824 |
|
|
2022
Q4 | $2K | Buy |
495
+295
| +148% | +$1.19K | ﹤0.01% | 4110 |
|
|
2022
Q3 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 4495 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3387 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$16K | – | 3098 |
|
|
2021
Q1 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 1916 |
|