Cetera Investment Advisers’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 |
-2,218
| Closed | -$205K | – | 1851 |
|
|
2021
Q3 | $205K | Buy |
2,218
+152
| +7% | +$14K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $285K | Sell |
2,066
-666
| -24% | -$91.9K | ﹤0.01% | 1447 |
|
|
2021
Q1 | $363K | Sell |
2,732
-623
| -19% | -$82.8K | 0.01% | 1155 |
|
|
2020
Q4 | $544K | Buy |
+3,355
| New | +$544K | 0.01% | 922 |
|
|
2020
Q2 | – | Sell |
-5,483
| Closed | -$221K | – | 612 |
|
|
2020
Q1 | $221K | Buy |
+5,483
| New | +$221K | 0.03% | 477 |
|