VFA
AZPN
Values First Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,584
| Closed | -$1.92M | – | 179 |
|
|
2022
Q1 | $1.92M | Buy |
11,584
+650
| +6% | +$108K | 1.21% | 21 |
|
|
2021
Q4 | $1.66M | Sell |
10,934
-2,248
| -17% | -$342K | 0.99% | 30 |
|
|
2021
Q3 | $1.62M | Buy |
13,182
+189
| +1% | +$23.2K | 1.05% | 33 |
|
|
2021
Q2 | $1.79M | Buy |
+12,993
| New | +$1.79M | 1.21% | 33 |
|