Thomas J. Herzfeld 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23
| Closed | -$4.7K | – | 359 |
|
|
2023
Q3 | $4.7K | Hold |
23
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $3.86K | Hold |
23
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $5.26K | Buy |
23
+9
| +64% | +$2.06K | ﹤0.01% | 223 |
|
|
2022
Q4 | $2.88K | Hold |
14
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 274 |
|