BWM
BerganKDV Wealth Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.19K | Hold |
130
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $5.77K | Hold |
130
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $4.23K | Hold |
130
| – | – | ﹤0.01% | 695 |
|
|
2022
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 660 |
|
|
2022
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 638 |
|
|
2021
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 691 |
|
|
2021
Q3 | $12K | Sell |
130
-10
| -7% | -$923 | ﹤0.01% | 605 |
|
|
2021
Q2 | $19K | Hold |
140
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $19K | Hold |
140
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $23K | Buy |
140
+130
| +1,300% | +$21.4K | ﹤0.01% | 448 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 755 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 818 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 922 |
|