Outlook Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,825	Closed	-$798K	–	209
2022 Q1	$798K	Hold	4,825	–	–	0.27%	95
2021 Q4	$734K	Hold	4,825	–	–	0.22%	105
2021 Q3	$593K	Hold	4,825	–	–	0.19%	126
2021 Q2	$664K	Hold	4,825	–	–	0.21%	117
2021 Q1	$696K	Hold	4,825	–	–	0.24%	98
2020 Q4	$628K	Sell	4,825 -746	-13%	-$97.1K	0.23%	106
2020 Q3	$705K	Hold	5,571	–	–	0.28%	77
2020 Q2	$577K	Hold	5,571	–	–	0.24%	87
2020 Q1	$530K	Buy	+5,571	New	+$530K	0.3%	74
2019 Q4	–	Sell	-5,571	Closed	-$686K	–	171
2019 Q3	$686K	Hold	5,571	–	–	0.41%	53
2019 Q2	$692K	Buy	5,571 +2,373	+74%	+$295K	0.46%	53
2019 Q1	$333K	Buy	3,198 +2,558	+400%	+$266K	0.27%	97
2018 Q4	$526K	Buy	+640	New	+$526K	0.24%	106