Sargent Bickham Lagudis’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 |
-393
| Closed | -$65K | – | 1176 |
|
|
2022
Q1 | $65K | Hold |
393
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $60K | Hold |
393
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $48K | Hold |
393
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $54K | Hold |
393
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $57K | Hold |
393
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $51K | Hold |
393
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $50K | Hold |
393
| – | – | 0.01% | 382 |
|
|
2020
Q2 | $41K | Hold |
393
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $37K | Sell |
393
-264
| -40% | -$24.9K | ﹤0.01% | 379 |
|
|
2019
Q4 | $79K | Hold |
657
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $81K | Hold |
657
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $82K | Buy |
657
+600
| +1,053% | +$74.9K | 0.01% | 302 |
|
|
2019
Q1 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 685 |
|