NewEdge Wealth’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 |
-22,062
| Closed | -$3.65M | – | 585 |
|
|
2022
Q1 | $3.65M | Buy |
22,062
+1,182
| +6% | +$195K | 0.16% | 125 |
|
|
2021
Q4 | $3.18M | Buy |
20,880
+240
| +1% | +$36.5K | 0.13% | 129 |
|
|
2021
Q3 | $2.54M | Buy |
20,640
+785
| +4% | +$96.4K | 0.15% | 114 |
|
|
2021
Q2 | $2.73M | Buy |
19,855
+1,393
| +8% | +$192K | 0.21% | 104 |
|
|
2021
Q1 | $2.67M | Buy |
18,462
+9,988
| +118% | +$1.44M | 0.26% | 90 |
|
|
2020
Q4 | $1.1M | Buy |
+8,474
| New | +$1.1M | 0.34% | 77 |
|