Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-215
| Closed | -$26K | – | 969 |
|
|
2019
Q3 | $26K | Buy |
+215
| New | +$26K | 0.01% | 451 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 893 |
|
|
2018
Q2 | $1K | Sell |
14
-3
| -18% | -$214 | ﹤0.01% | 799 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 944 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 872 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 799 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 824 |
|
|
2017
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 865 |
|
|
2016
Q4 | – | Sell |
-520
| Closed | -$24K | – | 1094 |
|
|
2016
Q3 | $24K | Buy |
+520
| New | +$24K | 0.02% | 464 |
|