Adalta Capital Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,160
| Closed | -$206K | – | 100 |
|
|
2021
Q4 | $206K | Hold |
3,160
| – | – | 0.1% | 74 |
|
|
2021
Q3 | $292K | Sell |
3,160
-95
| -3% | -$8.78K | 0.16% | 59 |
|
|
2021
Q2 | $448K | Buy |
3,255
+530
| +19% | +$72.9K | 0.24% | 52 |
|
|
2021
Q1 | $362K | Sell |
2,725
-285
| -9% | -$37.9K | 0.21% | 51 |
|
|
2020
Q4 | $488K | Sell |
3,010
-1,240
| -29% | -$201K | 0.31% | 41 |
|
|
2020
Q3 | $275K | Sell |
4,250
-600
| -12% | -$38.8K | 0.2% | 50 |
|
|
2020
Q2 | $249K | Buy |
+4,850
| New | +$249K | 0.2% | 48 |
|
|
2020
Q1 | – | Sell |
-5,350
| Closed | -$204K | – | 65 |
|
|
2019
Q4 | $204K | Sell |
5,350
-275
| -5% | -$10.5K | 0.13% | 69 |
|
|
2019
Q3 | $267K | Buy |
+5,625
| New | +$267K | 0.18% | 68 |
|