PWS
AZPN
Precision Wealth Strategies’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,598
| Closed | -$595K | – | 189 |
|
|
2022
Q1 | $595K | Sell |
3,598
-524
| -13% | -$86.7K | 0.35% | 55 |
|
|
2021
Q4 | $627K | Buy |
4,122
+225
| +6% | +$34.2K | 0.45% | 64 |
|
|
2021
Q3 | $479K | Buy |
3,897
+984
| +34% | +$121K | 0.37% | 64 |
|
|
2021
Q2 | $401K | Buy |
2,913
+411
| +16% | +$56.6K | 0.35% | 52 |
|
|
2021
Q1 | $361K | Buy |
2,502
+491
| +24% | +$70.8K | 0.35% | 44 |
|
|
2020
Q4 | $262K | Buy |
+2,011
| New | +$262K | 0.28% | 43 |
|