Moneta Group Investment 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 |
-3,743
| Closed | -$619K | – | 509 |
|
|
2022
Q1 | $619K | Sell |
3,743
-28
| -0.7% | -$4.63K | 0.02% | 266 |
|
|
2021
Q4 | $574K | Buy |
3,771
+172
| +5% | +$26.2K | 0.02% | 277 |
|
|
2021
Q3 | $442K | Hold |
3,599
| – | – | 0.02% | 298 |
|
|
2021
Q2 | $495K | Buy |
+3,599
| New | +$495K | 0.02% | 287 |
|
|
2018
Q1 | – | Sell |
-3,600
| Closed | -$197K | – | 745 |
|
|
2017
Q4 | $197K | Hold |
3,600
| – | – | 0.03% | 191 |
|
|
2017
Q3 | $226K | Buy |
+3,600
| New | +$226K | 0.04% | 182 |
|