TrueWealth LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $28K | Hold |
266
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $25K | Hold |
266
| – | – | 0.01% | 336 |
|
|
2019
Q4 | $32K | Hold |
266
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $33K | Hold |
266
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $33K | Hold |
266
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $28K | Hold |
266
| – | – | 0.01% | 334 |
|
|
2018
Q4 | $22K | Hold |
266
| – | – | 0.01% | 353 |
|
|
2018
Q3 | $30K | Hold |
266
| – | – | 0.01% | 340 |
|
|
2018
Q2 | $25K | Hold |
266
| – | – | 0.01% | 358 |
|
|
2018
Q1 | $21K | Hold |
266
| – | – | 0.01% | 357 |
|
|
2017
Q4 | $18K | Buy |
+266
| New | +$18K | 0.01% | 416 |
|