RWA
AZPN

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

Roberts Wealth Advisors’s Portfolio AZPN Stock Details AZPN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,323
Closed -$1.89M – 93
2022
Q1 		$1.89M Buy
11,323
+68
+0.6% +$11.4K 0.74% 42
2021
Q4 		$1.71M Sell
11,255
-102
-0.9% -$15.5K 0.62% 48
2021
Q3 		$1.4M Buy
+11,357
New +$1.4M 0.55% 56