TCI Wealth Advisors’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	-43	Closed	-$7K	–	2649
2022 Q1	$7K	Hold	43	–	–	﹤0.01%	1382
2021 Q4	$7K	Hold	43	–	–	﹤0.01%	1490
2021 Q3	$5K	Sell	43 -11	-20%	-$1.28K	﹤0.01%	1675
2021 Q2	$7K	Hold	54	–	–	﹤0.01%	1251
2021 Q1	$8K	Hold	54	–	–	﹤0.01%	1005
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	763
2020 Q3	$7K	Hold	54	–	–	﹤0.01%	680
2020 Q2	$6K	Buy	54 +1	+2%	+$111	﹤0.01%	704
2020 Q1	$5K	Sell	53 -105	-66%	-$9.91K	﹤0.01%	734
2019 Q4	$19K	Sell	158 -31	-16%	-$3.73K	0.01%	562
2019 Q3	$23K	Buy	189 +31	+20%	+$3.77K	0.01%	464
2019 Q2	$20K	Hold	158	–	–	0.01%	472
2019 Q1	$16K	Hold	158	–	–	0.01%	536
2018 Q4	$13K	Hold	158	–	–	0.01%	567
2018 Q3	$18K	Hold	158	–	–	0.01%	519
2018 Q2	$15K	Hold	158	–	–	0.01%	563
2018 Q1	$12K	Hold	158	–	–	0.01%	593
2017 Q4	$10K	Hold	158	–	–	﹤0.01%	647
2017 Q3	$10K	Hold	158	–	–	﹤0.01%	608
2017 Q2	$9K	Hold	158	–	–	﹤0.01%	628
2017 Q1	$9K	Hold	158	–	–	﹤0.01%	608
2016 Q4	$9K	Hold	158	–	–	﹤0.01%	660
2016 Q3	$7K	Hold	158	–	–	﹤0.01%	669
2016 Q2	$6K	Hold	158	–	–	﹤0.01%	703
2016 Q1	$6K	Sell	158 -134	-46%	-$5.09K	﹤0.01%	695
2015 Q4	$11K	Buy	+292	New	+$11K	0.01%	573