Lake Street Advisors Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,998
| Closed | -$242K | – | 294 |
|
|
2019
Q4 | $242K | Hold |
1,998
| – | – | 0.02% | 217 |
|
|
2019
Q3 | $246K | Hold |
1,998
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $248K | Buy |
1,998
+42
| +2% | +$5.21K | 0.03% | 180 |
|
|
2019
Q1 | $204K | Buy |
+1,956
| New | +$204K | 0.02% | 218 |
|
|
2018
Q4 | – | Sell |
-1,956
| Closed | -$223K | – | 232 |
|
|
2018
Q3 | $223K | Buy |
+1,956
| New | +$223K | 0.02% | 179 |
|
|
2018
Q2 | – | Sell |
-3,384
| Closed | -$267K | – | 362 |
|
|
2018
Q1 | $267K | Buy |
+3,384
| New | +$267K | 0.03% | 230 |
|