BerganKDV Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.19K | Hold |
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|
2023
Q1 | $5.77K | Hold |
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|
2022
Q4 | $4.23K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $23K | Buy |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $0 | Buy |
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