Cary Street Partners Investment Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-196
| Closed | -$8.94K | – | 693 |
|
|
2023
Q3 | $8.94K | Hold |
196
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q2 | $9.33K | Sell |
196
-1
| -0.5% | -$48 | ﹤0.01% | 1258 |
|
|
2023
Q1 | $8.74K | Hold |
197
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q4 | $6.41K | Buy |
+197
| New | +$6.41K | ﹤0.01% | 1266 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$19K | – | 377 |
|
|
2020
Q3 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 660 |
|