Allegheny Financial Group’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 |
-4,480
| Closed | -$204K | – | 210 |
|
|
2023
Q3 | $204K | Buy |
+4,480
| New | +$204K | 0.08% | 182 |
|
|
2022
Q3 | – | Sell |
-4,330
| Closed | -$205K | – | 164 |
|
|
2022
Q2 | $205K | Hold |
4,330
| – | – | 0.1% | 151 |
|
|
2022
Q1 | $263K | Hold |
4,330
| – | – | 0.11% | 130 |
|
|
2021
Q4 | $282K | Hold |
4,330
| – | – | 0.11% | 122 |
|
|
2021
Q3 | $401K | Hold |
4,330
| – | – | 0.18% | 83 |
|
|
2021
Q2 | $596K | Hold |
4,330
| – | – | 0.27% | 66 |
|
|
2021
Q1 | $576K | Sell |
4,330
-591
| -12% | -$78.6K | 0.42% | 45 |
|
|
2020
Q4 | $798K | Buy |
+4,921
| New | +$798K | 0.43% | 40 |
|