Veritable’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 |
-2,298
| Closed | -$380K | – | 985 |
|
|
2022
Q1 | $380K | Buy |
2,298
+632
| +38% | +$105K | 0.01% | 634 |
|
|
2021
Q4 | $254K | Buy |
+1,666
| New | +$254K | ﹤0.01% | 776 |
|
|
2021
Q3 | – | Sell |
-1,893
| Closed | -$260K | – | 916 |
|
|
2021
Q2 | $260K | Buy |
+1,893
| New | +$260K | ﹤0.01% | 735 |
|
|
2015
Q2 | – | Sell |
-5,587
| Closed | -$215K | – | 951 |
|
|
2015
Q1 | $215K | Buy |
+5,587
| New | +$215K | ﹤0.01% | 863 |
|