Bell Rock Capital’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,700
| Closed | -$90K | – | 428 |
|
2018
Q3 | $90K | Hold |
2,700
| – | – | 0.04% | 203 |
|
2018
Q2 | $97K | Buy |
2,700
+1,200
| +80% | +$43.1K | 0.05% | 191 |
|
2018
Q1 | $38K | Hold |
1,500
| – | – | 0.02% | 268 |
|
2017
Q4 | $47K | Sell |
1,500
-4,400
| -75% | -$138K | 0.03% | 250 |
|
2017
Q3 | $167K | Buy |
5,900
+1,500
| +34% | +$42.5K | 0.1% | 147 |
|
2017
Q2 | $80K | Buy |
+4,400
| New | +$80K | 0.05% | 194 |
|