Wealthspire Advisors (Maryland)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6
| Closed | -$1K | – | 2604 |
|
|
2019
Q1 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 2460 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2410 |
|
|
2018
Q1 | – | Sell |
-127
| Closed | -$8K | – | 2777 |
|
|
2017
Q4 | $8K | Hold |
127
| – | – | ﹤0.01% | 1711 |
|
|
2017
Q3 | $8K | Hold |
127
| – | – | ﹤0.01% | 1677 |
|
|
2017
Q2 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 1691 |
|