YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-33
| Closed | -$2K | – | 919 |
|
|
2017
Q4 | $2K | Buy |
33
+2
| +6% | +$121 | ﹤0.01% | 836 |
|
|
2017
Q3 | $2K | Sell |
31
-7
| -18% | -$452 | ﹤0.01% | 829 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 820 |
|
|
2017
Q1 | $2K | Buy |
38
+8
| +27% | +$421 | ﹤0.01% | 809 |
|
|
2016
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 811 |
|