Berman Capital Advisors’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$8K Buy
2021
Q2
$6K Sell
2021
Q1
$9K Buy
2020
Q1
Sell
2019
Q4
$472K Buy