Avior Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-126
| Closed | -$4.16K | – | 827 |
|
|
2024
Q4 | $4.16K | Buy |
+126
| New | +$4.16K | ﹤0.01% | 1926 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$319 | – | 2341 |
|
|
2024
Q1 | $319 | Buy |
+8
| New | +$319 | ﹤0.01% | 2705 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$4.44K | – | 1565 |
|
|
2023
Q1 | $4.44K | Hold |
100
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q4 | $3.26K | Hold |
100
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 948 |
|
|
2022
Q2 | $4K | Sell |
100
-127
| -56% | -$5.08K | ﹤0.01% | 870 |
|
|
2022
Q1 | $13K | Sell |
227
-30
| -12% | -$1.72K | ﹤0.01% | 786 |
|
|
2021
Q4 | $16K | Hold |
257
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $23K | Buy |
257
+30
| +13% | +$2.69K | ﹤0.01% | 644 |
|
|
2021
Q2 | $31K | Hold |
227
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $30K | Sell |
227
-146
| -39% | -$19.3K | ﹤0.01% | 575 |
|
|
2020
Q4 | $60K | Buy |
373
+293
| +366% | +$47.1K | 0.01% | 474 |
|
|
2020
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 745 |
|