Cambridge Investment Research Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,228
| Closed | -$235K | – | 3309 |
|
|
2023
Q4 | $235K | Sell |
6,228
-352
| -5% | -$13.3K | ﹤0.01% | 2794 |
|
|
2023
Q3 | $300K | Buy |
6,580
+104
| +2% | +$4.74K | ﹤0.01% | 2490 |
|
|
2023
Q2 | $308K | Sell |
6,476
-597
| -8% | -$28.4K | ﹤0.01% | 2500 |
|
|
2023
Q1 | $314K | Buy |
7,073
+400
| +6% | +$17.8K | ﹤0.01% | 2443 |
|
|
2022
Q4 | $217K | Sell |
6,673
-696
| -9% | -$22.6K | ﹤0.01% | 2686 |
|
|
2022
Q3 | $301K | Sell |
7,369
-559
| -7% | -$22.8K | ﹤0.01% | 2357 |
|
|
2022
Q2 | $375K | Sell |
7,928
-91
| -1% | -$4.3K | ﹤0.01% | 2182 |
|
|
2022
Q1 | $488K | Sell |
8,019
-502
| -6% | -$30.5K | ﹤0.01% | 2113 |
|
|
2021
Q4 | $556K | Sell |
8,521
-1,959
| -19% | -$128K | ﹤0.01% | 2024 |
|
|
2021
Q3 | $970K | Sell |
10,480
-368
| -3% | -$34.1K | ﹤0.01% | 1555 |
|
|
2021
Q2 | $1.49M | Buy |
10,848
+172
| +2% | +$23.7K | 0.01% | 1275 |
|
|
2021
Q1 | $1.42M | Buy |
10,676
+1,261
| +13% | +$168K | 0.01% | 1208 |
|
|
2020
Q4 | $1.53M | Buy |
9,415
+3,114
| +49% | +$505K | 0.01% | 1069 |
|
|
2020
Q3 | $408K | Sell |
6,301
-781
| -11% | -$50.6K | ﹤0.01% | 1734 |
|
|
2020
Q2 | $363K | Buy |
+7,082
| New | +$363K | ﹤0.01% | 1739 |
|