Ashford Capital Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-60,120
| Closed | -$9.75M | – | 106 |
|
|
2020
Q4 | $9.75M | Sell |
60,120
-223,380
| -79% | -$36.2M | 0.94% | 37 |
|
|
2020
Q3 | $18.4M | Buy |
283,500
+98,240
| +53% | +$6.36M | 2.18% | 18 |
|
|
2020
Q2 | $9.5M | Sell |
185,260
-3,950
| -2% | -$202K | 1.23% | 30 |
|
|
2020
Q1 | $7.61M | Buy |
189,210
+17,210
| +10% | +$692K | 1.34% | 29 |
|
|
2019
Q4 | $6.57M | Sell |
172,000
-1,500
| -0.9% | -$57.3K | 0.88% | 35 |
|
|
2019
Q3 | $8.24M | Buy |
173,500
+7,300
| +4% | +$347K | 1.19% | 31 |
|
|
2019
Q2 | $6M | Buy |
+166,200
| New | +$6M | 0.8% | 35 |
|