B. Riley Wealth Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,253
| Closed | -$209K | – | 1412 |
|
|
2021
Q3 | $209K | Sell |
2,253
-300
| -12% | -$27.8K | 0.01% | 1227 |
|
|
2021
Q2 | $352K | Sell |
2,553
-100
| -4% | -$13.8K | 0.01% | 936 |
|
|
2021
Q1 | $353K | Buy |
2,653
+603
| +29% | +$80.2K | 0.01% | 910 |
|
|
2020
Q4 | $333K | Buy |
+2,050
| New | +$333K | 0.02% | 701 |
|