WealthPLAN Partners’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
Q1 | $1.09M | Sell |
6,842
-11,801
| -63% | -$1.87M | 0.08% | 164 |
|
|
2021
Q4 | $2.8M | Buy |
18,643
+1,262
| +7% | +$189K | 0.18% | 99 |
|
|
2021
Q3 | $2.57M | Buy |
17,381
+281
| +2% | +$41.6K | 0.17% | 105 |
|
|
2021
Q2 | $2.44M | Buy |
17,100
+3,389
| +25% | +$484K | 0.17% | 96 |
|
|
2021
Q1 | $1.76M | Buy |
13,711
+2,299
| +20% | +$295K | 0.14% | 112 |
|
|
2020
Q4 | $1.65M | Buy |
11,412
+7,977
| +232% | +$1.15M | 0.14% | 106 |
|
|
2020
Q3 | $400K | Buy |
+3,435
| New | +$400K | 0.04% | 219 |
|