Capital Advisory Group Advisory Services’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-210
| Closed | -$13K | – | 222 |
|
|
2022
Q1 | $13K | Buy |
+210
| New | +$13K | 0.01% | 335 |
|
|
2021
Q4 | – | Sell |
-286
| Closed | -$26K | – | 188 |
|
|
2021
Q3 | $26K | Hold |
286
| – | – | 0.01% | 301 |
|
|
2021
Q2 | $39K | Hold |
286
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $38K | Sell |
286
-237
| -45% | -$31.5K | 0.01% | 265 |
|
|
2020
Q4 | $85K | Hold |
523
| – | – | 0.04% | 221 |
|
|
2020
Q3 | $34K | Sell |
523
-2,855
| -85% | -$186K | 0.02% | 224 |
|
|
2020
Q2 | $173K | Buy |
3,378
+2,855
| +546% | +$146K | 0.1% | 145 |
|
|
2020
Q1 | $21K | Buy |
+523
| New | +$21K | 0.03% | 154 |
|
|
2019
Q4 | – | Sell |
-507
| Closed | -$25K | – | 211 |
|
|
2019
Q3 | $25K | Hold |
507
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $18K | Hold |
507
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $18K | Buy |
+507
| New | +$18K | 0.01% | 218 |
|