Addison Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$6.84K | – | 707 |
|
|
2023
Q3 | $6.84K | Hold |
150
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $7.14K | Hold |
150
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $6.66K | Hold |
150
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $4.88K | Hold |
150
| – | – | ﹤0.01% | 503 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 487 |
|