Carroll Financial Associates’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$9K | – | 1612 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q2 | $13K | Sell |
100
-150
| -60% | -$19.5K | ﹤0.01% | 1204 |
|
|
2021
Q1 | $33K | Buy |
+250
| New | +$33K | ﹤0.01% | 867 |
|
|
2020
Q3 | – | Sell |
-671
| Closed | -$34K | – | 1486 |
|
|
2020
Q2 | $34K | Sell |
671
-480
| -42% | -$24.3K | ﹤0.01% | 735 |
|
|
2020
Q1 | $46K | Buy |
1,151
+265
| +30% | +$10.6K | ﹤0.01% | 589 |
|
|
2019
Q4 | $33K | Buy |
+886
| New | +$33K | ﹤0.01% | 758 |
|