Strategic Wealth Partners’s Aspen Aerogels ASPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Buy |
+2,351
| New | +$13.9K | ﹤0.01% | 727 |
|
|
2024
Q4 | – | Sell |
-75,182
| Closed | -$2.08M | – | 316 |
|
|
2024
Q3 | $2.08M | Buy |
75,182
+36,278
| +93% | +$1M | 0.2% | 99 |
|
|
2024
Q2 | $928K | Sell |
38,904
-30,076
| -44% | -$717K | 0.1% | 144 |
|
|
2024
Q1 | $1.21M | Buy |
68,980
+5,305
| +8% | +$93.4K | 0.13% | 117 |
|
|
2023
Q4 | $1M | Sell |
63,675
-4,663
| -7% | -$73.6K | 0.12% | 127 |
|
|
2023
Q3 | $588K | Buy |
68,338
+19,229
| +39% | +$165K | 0.08% | 186 |
|
|
2023
Q2 | $387K | Buy |
49,109
+1,379
| +3% | +$10.9K | 0.05% | 223 |
|
|
2023
Q1 | $356K | Buy |
47,730
+19,803
| +71% | +$148K | 0.05% | 201 |
|
|
2022
Q4 | $329K | Buy |
+27,927
| New | +$329K | 0.06% | 204 |
|