AW
Avion Wealth’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$1K | – | 891 |
|
|
2024
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 835 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | – | – | 797 |
|
|
2023
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 704 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$4K | – | 378 |
|
|
2021
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 275 |
|
|
2020
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 269 |
|
|
2020
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 265 |
|