Spire Wealth Management’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 |
-627
| Closed | -$104K | – | 2896 |
|
|
2022
Q1 | $104K | Sell |
627
-165
| -21% | -$27.4K | ﹤0.01% | 1150 |
|
|
2021
Q4 | $121K | Buy |
792
+126
| +19% | +$19.3K | ﹤0.01% | 1319 |
|
|
2021
Q3 | $82K | Buy |
666
+30
| +5% | +$3.69K | ﹤0.01% | 1267 |
|
|
2021
Q2 | $87K | Sell |
636
-1,463
| -70% | -$200K | ﹤0.01% | 1237 |
|
|
2021
Q1 | $303K | Buy |
+2,099
| New | +$303K | 0.01% | 863 |
|