JFS 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 |
-219
| Closed | -$36K | – | 2023 |
|
|
2022
Q1 | $36K | Hold |
219
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $33K | Buy |
+219
| New | +$33K | ﹤0.01% | 490 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$6K | – | 578 |
|
|
2018
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 414 |
|
|
2017
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 438 |
|