Benjamin F. Edwards & Company’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$1K | – | 2083 |
|
|
2023
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1705 |
|
|
2023
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1712 |
|
|
2022
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1835 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1693 |
|
|
2021
Q4 | $1K | Sell |
13
-1,274
| -99% | -$98K | ﹤0.01% | 1658 |
|
|
2021
Q3 | $119K | Hold |
1,287
| – | – | 0.01% | 810 |
|
|
2021
Q2 | $177K | Sell |
1,287
-250
| -16% | -$34.4K | 0.01% | 676 |
|
|
2021
Q1 | $204K | Sell |
1,537
-381
| -20% | -$50.6K | 0.01% | 666 |
|
|
2020
Q4 | $311K | Buy |
1,918
+937
| +96% | +$152K | 0.02% | 538 |
|
|
2020
Q3 | $64K | Hold |
981
| – | – | ﹤0.01% | 837 |
|
|
2020
Q2 | $50K | Hold |
981
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $39K | Buy |
981
+550
| +128% | +$21.9K | ﹤0.01% | 903 |
|
|
2019
Q4 | $16K | Buy |
431
+50
| +13% | +$1.86K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $18K | Hold |
381
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q2 | $14K | Hold |
381
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $13K | Buy |
+381
| New | +$13K | ﹤0.01% | 1245 |
|