AWA
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Amplius Wealth Advisors’s Appian APPN Stock Holding History

Amplius Wealth Advisors’s Portfolio APPN Stock Details APPN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-265
Closed -$17K – 219
2021
Q4 		$17K Buy
+265
New +$17K ﹤0.01% 488