Capital Impact Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,402
| Closed | -$855K | – | 59 |
|
|
2024
Q1 | $855K | Hold |
21,402
| – | – | 1.11% | 37 |
|
|
2023
Q4 | $806K | Buy |
21,402
+5,239
| +32% | +$197K | 1.06% | 46 |
|
|
2023
Q3 | $737K | Hold |
16,163
| – | – | 1.23% | 30 |
|
|
2023
Q2 | $769K | Buy |
16,163
+560
| +4% | +$26.7K | 0.85% | 33 |
|
|
2023
Q1 | $692K | Buy |
15,603
+10,291
| +194% | +$457K | 0.85% | 34 |
|
|
2022
Q4 | $173K | Buy |
5,312
+559
| +12% | +$18.2K | 0.17% | 199 |
|
|
2022
Q3 | $182K | Buy |
4,753
+846
| +22% | +$32.4K | 0.18% | 191 |
|
|
2022
Q2 | $185K | Buy |
+3,907
| New | +$185K | 0.17% | 203 |
|