SVB Wealth’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,450
| Closed | -$206K | – | 567 |
|
|
2015
Q4 | $206K | Sell |
5,450
-2,735
| -33% | -$103K | 0.01% | 505 |
|
|
2015
Q3 | $310K | Sell |
8,185
-4,000
| -33% | -$151K | 0.01% | 463 |
|
|
2015
Q2 | $555K | Sell |
12,185
-555
| -4% | -$25.3K | 0.02% | 412 |
|
|
2015
Q1 | $490K | Buy |
12,740
+1,460
| +13% | +$56.2K | 0.02% | 421 |
|
|
2014
Q4 | $395K | Buy |
+11,280
| New | +$395K | 0.01% | 435 |
|