CTWM
Cherry Tree Wealth Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$7.99K | – | 599 |
|
|
2024
Q1 | $7.99K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $7.53K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $9.12K | Hold |
200
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $9.52K | Buy |
+200
| New | +$9.52K | ﹤0.01% | 338 |
|