IWA
AZPN
Intercontinental Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $442K | Buy |
2,636
+42
| +2% | +$7.04K | 0.11% | 200 |
|
|
2023
Q1 | $594K | Buy |
2,594
+828
| +47% | +$190K | 0.15% | 157 |
|
|
2022
Q4 | $363K | Sell |
1,766
-5
| -0.3% | -$1.03K | 0.11% | 212 |
|
|
2022
Q3 | $422K | Buy |
1,771
+8
| +0.5% | +$1.91K | 0.13% | 179 |
|
|
2022
Q2 | $324K | Buy |
+1,763
| New | +$324K | 0.09% | 214 |
|