CAPTRUST Financial Advisors’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-988
| Closed | -$47K | – | 2168 |
|
|
2022
Q2 | $47K | Buy |
988
+71
| +8% | +$3.38K | ﹤0.01% | 2803 |
|
|
2022
Q1 | $56K | Sell |
917
-326
| -26% | -$19.9K | ﹤0.01% | 2699 |
|
|
2021
Q4 | $81K | Sell |
1,243
-788
| -39% | -$51.4K | ﹤0.01% | 2317 |
|
|
2021
Q3 | $188K | Buy |
2,031
+232
| +13% | +$21.5K | ﹤0.01% | 1596 |
|
|
2021
Q2 | $248K | Sell |
1,799
-163
| -8% | -$22.5K | ﹤0.01% | 1373 |
|
|
2021
Q1 | $261K | Sell |
1,962
-5
| -0.3% | -$665 | ﹤0.01% | 1303 |
|
|
2020
Q4 | $319K | Buy |
1,967
+297
| +18% | +$48.2K | ﹤0.01% | 998 |
|
|
2020
Q3 | $111K | Buy |
1,670
+415
| +33% | +$27.6K | ﹤0.01% | 1299 |
|
|
2020
Q2 | $66K | Buy |
+1,255
| New | +$66K | ﹤0.01% | 1508 |
|
|
2019
Q4 | – | Sell |
-2,466
| Closed | -$117K | – | 1043 |
|
|
2019
Q3 | $117K | Buy |
2,466
+1,191
| +93% | +$56.5K | ﹤0.01% | 722 |
|
|
2019
Q2 | $46K | Buy |
1,275
+1,125
| +750% | +$40.6K | ﹤0.01% | 987 |
|
|
2019
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1520 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1584 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1339 |
|