Journey Strategic Wealth’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 | – | Sell |
-17,596
| Closed | -$112K | – | 664 |
|
|
2025
Q1 | $112K | Buy |
17,596
+2,596
| +17% | +$16.6K | ﹤0.01% | 490 |
|
|
2024
Q4 | $178K | Buy |
+15,000
| New | +$178K | 0.01% | 474 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$264K | – | 399 |
|
|
2024
Q1 | $264K | Buy |
+15,000
| New | +$264K | 0.01% | 214 |
|
|
2023
Q2 | – | Sell |
-67,000
| Closed | -$499K | – | 209 |
|
|
2023
Q1 | $499K | Buy |
+67,000
| New | +$499K | 0.05% | 102 |
|