Squar Milner Financial Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,569
| Closed | -$149K | – | 837 |
|
|
2020
Q1 | $149K | Buy |
1,569
+249
| +19% | +$23.6K | 0.09% | 203 |
|
|
2019
Q4 | $159K | Sell |
1,320
-707
| -35% | -$85.2K | 0.08% | 242 |
|
|
2019
Q3 | $257K | Buy |
2,027
+1,993
| +5,862% | +$253K | 0.13% | 177 |
|
|
2019
Q2 | $4K | Sell |
34
-69
| -67% | -$8.12K | ﹤0.01% | 646 |
|
|
2019
Q1 | $10K | Buy |
103
+67
| +186% | +$6.51K | 0.01% | 532 |
|
|
2018
Q4 | $3K | Sell |
36
-74
| -67% | -$6.17K | ﹤0.01% | 674 |
|
|
2018
Q3 | $13K | Hold |
110
| – | – | 0.01% | 459 |
|
|
2018
Q2 | $10K | Buy |
+110
| New | +$10K | 0.01% | 598 |
|