SkyView Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,188
| Closed | -$761K | – | 360 |
|
2024
Q3 | $761K | Buy |
3,188
+77
| +2% | +$18.4K | 0.13% | 120 |
|
2024
Q2 | $618K | Buy |
3,111
+27
| +0.9% | +$5.36K | 0.11% | 161 |
|
2024
Q1 | $658K | Buy |
+3,084
| New | +$658K | 0.12% | 147 |
|
2023
Q4 | – | Sell |
-2,778
| Closed | -$567K | – | 521 |
|
2023
Q3 | $567K | Buy |
2,778
+70
| +3% | +$14.3K | 0.23% | 126 |
|
2023
Q2 | $454K | Buy |
+2,708
| New | +$454K | 0.11% | 234 |
|