Capital Investment 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
Q3 | – | Sell |
-4,722
| Closed | -$224K | – | 806 |
|
|
2022
Q2 | $224K | Sell |
4,722
-100
| -2% | -$4.74K | 0.03% | 424 |
|
|
2022
Q1 | $293K | Hold |
4,822
| – | – | 0.03% | 392 |
|
|
2021
Q4 | $314K | Sell |
4,822
-700
| -13% | -$45.6K | 0.04% | 369 |
|
|
2021
Q3 | $511K | Hold |
5,522
| – | – | 0.06% | 261 |
|
|
2021
Q2 | $761K | Buy |
5,522
+50
| +0.9% | +$6.89K | 0.1% | 203 |
|
|
2021
Q1 | $728K | Buy |
5,472
+120
| +2% | +$16K | 0.1% | 191 |
|
|
2020
Q4 | $868K | Buy |
+5,352
| New | +$868K | 0.13% | 162 |
|
|
2019
Q4 | – | Sell |
-52
| Closed | -$2K | – | 585 |
|
|
2019
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1103 |
|