Advantage Alpha Capital Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86,587
| Closed | -$2.96M | – | 154 |
|
|
2024
Q3 | $2.96M | Sell |
86,587
-157,348
| -65% | -$5.37M | 0.67% | 66 |
|
|
2024
Q2 | $7.53M | Buy |
243,935
+106,617
| +78% | +$3.29M | 1.64% | 18 |
|
|
2024
Q1 | $5.49M | Buy |
137,318
+11,888
| +9% | +$475K | 1.03% | 40 |
|
|
2023
Q4 | $4.72M | Buy |
125,430
+11,611
| +10% | +$437K | 0.89% | 53 |
|
|
2023
Q3 | $5.19M | Sell |
113,819
-10,473
| -8% | -$478K | 1.09% | 36 |
|
|
2023
Q2 | $5.92M | Sell |
124,292
-45,021
| -27% | -$2.14M | 1.18% | 37 |
|
|
2023
Q1 | $7.51M | Buy |
169,313
+23,491
| +16% | +$1.04M | 1.57% | 14 |
|
|
2022
Q4 | $4.75M | Sell |
145,822
-35,700
| -20% | -$1.16M | 0.96% | 37 |
|
|
2022
Q3 | $7.41M | Buy |
181,522
+12,265
| +7% | +$501K | 1.36% | 31 |
|
|
2022
Q2 | $8.02M | Buy |
169,257
+45,972
| +37% | +$2.18M | 1.38% | 32 |
|
|
2022
Q1 | $7.5M | Buy |
123,285
+29,428
| +31% | +$1.79M | 1.12% | 36 |
|
|
2021
Q4 | $6.12M | Buy |
93,857
+45,893
| +96% | +$2.99M | 0.87% | 57 |
|
|
2021
Q3 | $4.44M | Buy |
+47,964
| New | +$4.44M | 0.81% | 61 |
|
|
2020
Q2 | – | Sell |
-84,251
| Closed | -$3.39M | – | 89 |
|
|
2020
Q1 | $3.39M | Buy |
+84,251
| New | +$3.39M | 1.21% | 36 |
|