AE Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,578
| Closed | -$238K | – | 1690 |
|
|
2021
Q3 | $238K | Buy |
2,578
+65
| +3% | +$6K | ﹤0.01% | 1459 |
|
|
2021
Q2 | $346K | Buy |
2,513
+334
| +15% | +$46K | ﹤0.01% | 1282 |
|
|
2021
Q1 | $290K | Buy |
2,179
+11
| +0.5% | +$1.46K | ﹤0.01% | 1261 |
|
|
2020
Q4 | $351K | Buy |
+2,168
| New | +$351K | ﹤0.01% | 1077 |
|