Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27
| Closed | -$3K | – | 2235 |
|
|
2020
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 1634 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q2 | $3K | Buy |
27
+7
| +35% | +$778 | ﹤0.01% | 1370 |
|
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1556 |
|
|
2018
Q2 | $2K | Sell |
20
-166
| -89% | -$16.6K | ﹤0.01% | 1407 |
|
|
2018
Q1 | $15K | Buy |
186
+160
| +615% | +$12.9K | ﹤0.01% | 820 |
|
|
2017
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1063 |
|