Clearstead Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23
| Closed | -$759 | – | 2201 |
|
|
2024
Q4 | $759 | Buy |
+23
| New | +$759 | ﹤0.01% | 1945 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1270 |
|
|
2021
Q3 | $1K | Sell |
13
-73
| -85% | -$5.62K | ﹤0.01% | 1174 |
|
|
2021
Q2 | $12K | Buy |
86
+73
| +562% | +$10.2K | ﹤0.01% | 772 |
|
|
2021
Q1 | $2K | Sell |
13
-50
| -79% | -$7.69K | ﹤0.01% | 948 |
|
|
2020
Q4 | $10K | Sell |
63
-608
| -91% | -$96.5K | ﹤0.01% | 716 |
|
|
2020
Q3 | $43K | Buy |
+671
| New | +$43K | ﹤0.01% | 492 |
|