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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-33
| Closed | -$5K | – | 346 |
|
|
2022
Q1 | $5K | Buy |
33
+9
| +38% | +$1.36K | ﹤0.01% | 246 |
|
|
2021
Q4 | $4K | Buy |
24
+4
| +20% | +$667 | ﹤0.01% | 314 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 336 |
|
|
2021
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 324 |
|