Bank Julius Baer & Co’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,206
Closed -$39K 584
2022
Q4
$39K Sell
1,206
-19,410
-94% -$628K ﹤0.01% 515
2022
Q3
$842K Sell
20,616
-19,518
-49% -$797K 0.01% 278
2022
Q2
$1.9M Sell
40,134
-6,382
-14% -$302K 0.01% 214
2022
Q1
$2.83M Sell
46,516
-13,672
-23% -$832K 0.02% 200
2021
Q4
$3.93M Buy
+60,188
New +$3.93M 0.02% 215