CWA

Carolina Wealth Advisors’s Appian APPN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$288	–	273
2025 Q1	$288	Hold	10	–	–	﹤0.01%	270
2024 Q4	$330	Buy	+10	New	+$330	﹤0.01%	284
2023 Q2	–	Sell	-9	Closed	-$399	–	261
2023 Q1	$399	Buy	+9	New	+$399	﹤0.01%	253