Berman Capital Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
96
+50
| +109% | +$4.17K | ﹤0.01% | 1241 |
|
|
2021
Q2 | $6K | Sell |
46
-28
| -38% | -$3.65K | ﹤0.01% | 1272 |
|
|
2021
Q1 | $9K | Buy |
+74
| New | +$9K | ﹤0.01% | 1048 |
|
|
2020
Q1 | – | Sell |
-12,355
| Closed | -$472K | – | 1455 |
|
|
2019
Q4 | $472K | Buy |
+12,355
| New | +$472K | 0.14% | 70 |
|