Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,461
| Closed | -$572K | – | 295 |
|
|
2022
Q1 | $572K | Buy |
3,461
+31
| +0.9% | +$5.12K | 0.13% | 166 |
|
|
2021
Q4 | $522K | Buy |
3,430
+1,192
| +53% | +$181K | 0.11% | 178 |
|
|
2021
Q3 | $275K | Sell |
2,238
-274
| -11% | -$33.7K | 0.06% | 239 |
|
|
2021
Q2 | $346K | Buy |
2,512
+279
| +12% | +$38.4K | 0.07% | 222 |
|
|
2021
Q1 | $322K | Buy |
2,233
+439
| +24% | +$63.3K | 0.07% | 204 |
|
|
2020
Q4 | $234K | Buy |
+1,794
| New | +$234K | 0.06% | 226 |
|