Steward Partners Investment Advisory’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 |
-831
| Closed | -$137K | – | 3491 |
|
|
2022
Q1 | $137K | Buy |
831
+157
| +23% | +$25.9K | ﹤0.01% | 1468 |
|
|
2021
Q4 | $103K | Buy |
674
+194
| +40% | +$29.6K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $59K | Buy |
480
+55
| +13% | +$6.76K | ﹤0.01% | 1809 |
|
|
2021
Q2 | $58K | Sell |
425
-108
| -20% | -$14.7K | ﹤0.01% | 3022 |
|
|
2021
Q1 | $76.9K | Buy |
533
+108
| +25% | +$15.6K | ﹤0.01% | 1762 |
|
|
2020
Q4 | $55K | Hold |
425
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q3 | $54K | Buy |
425
+204
| +92% | +$25.9K | ﹤0.01% | 1473 |
|
|
2020
Q2 | $23K | Hold |
221
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q1 | $21K | Buy |
221
+53
| +32% | +$5.04K | ﹤0.01% | 1605 |
|
|
2019
Q4 | $20K | Hold |
168
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q3 | $20K | Buy |
168
+24
| +17% | +$2.86K | ﹤0.01% | 1737 |
|
|
2019
Q2 | $17K | Buy |
+144
| New | +$17K | ﹤0.01% | 1776 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$11K | – | 2648 |
|
|
2018
Q3 | $11K | Buy |
100
+48
| +92% | +$5.28K | ﹤0.01% | 1855 |
|
|
2018
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 2044 |
|