Winslow Evans & Crocker’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
Q4 | $44K | Hold |
334
| – | – | 0.01% | 629 |
|
|
2020
Q3 | $42K | Hold |
334
| – | – | 0.01% | 493 |
|
|
2020
Q2 | $34K | Hold |
334
| – | – | 0.01% | 519 |
|
|
2020
Q1 | $34K | Hold |
334
| – | – | 0.01% | 500 |
|
|
2019
Q4 | $42K | Hold |
334
| – | – | 0.01% | 535 |
|
|
2019
Q3 | $42K | Hold |
334
| – | – | 0.01% | 533 |
|
|
2019
Q2 | $42K | Hold |
334
| – | – | 0.01% | 553 |
|
|
2019
Q1 | $36K | Buy |
334
+30
| +10% | +$3.23K | 0.01% | 566 |
|
|
2018
Q4 | $26K | Hold |
304
| – | – | 0.01% | 598 |
|
|
2018
Q3 | $36K | Hold |
304
| – | – | 0.01% | 549 |
|
|
2018
Q2 | $30K | Hold |
304
| – | – | 0.01% | 608 |
|
|
2018
Q1 | $24K | Hold |
304
| – | – | 0.01% | 611 |
|
|
2017
Q4 | $20.1K | Hold |
304
| – | – | 0.01% | 655 |
|
|
2017
Q3 | $19.1K | Hold |
304
| – | – | 0.01% | 675 |
|
|
2017
Q2 | $16.8K | Hold |
304
| – | – | ﹤0.01% | 785 |
|
|
2017
Q1 | $17.9K | Hold |
304
| – | – | 0.01% | 753 |
|
|
2016
Q4 | $16.6K | Hold |
304
| – | – | 0.01% | 765 |
|
|
2016
Q3 | $14.2K | Hold |
304
| – | – | ﹤0.01% | 817 |
|
|
2016
Q2 | $12.2K | Hold |
304
| – | – | ﹤0.01% | 823 |
|
|
2016
Q1 | $11K | Hold |
304
| – | – | ﹤0.01% | 857 |
|
|
2015
Q4 | $11.5K | Hold |
304
| – | – | ﹤0.01% | 883 |
|
|
2015
Q3 | $11.5K | Hold |
304
| – | – | ﹤0.01% | 859 |
|
|
2015
Q2 | $13.8K | Hold |
304
| – | – | ﹤0.01% | 856 |
|
|
2015
Q1 | $11.7K | Hold |
304
| – | – | ﹤0.01% | 851 |
|
|
2014
Q4 | $10.6K | Sell |
304
-216
| -42% | -$7.57K | ﹤0.01% | 874 |
|
|
2014
Q3 | $19.6K | Buy |
520
+216
| +71% | +$8.13K | 0.01% | 745 |
|
|
2014
Q2 | $14.1K | Hold |
304
| – | – | ﹤0.01% | 762 |
|
|
2014
Q1 | $12.9K | Hold |
304
| – | – | ﹤0.01% | 784 |
|
|
2013
Q4 | $13K | Buy |
+304
| New | +$13K | ﹤0.01% | 842 |
|