Clearstead Advisors’s Appian APPN Stock Holding History

Clearstead Advisors’s Portfolio APPN Stock Details APPN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.89K	Buy
2025 Q1	–	Sell
2024 Q4	$759	Buy
2021 Q4	–	Sell
2021 Q3	$1K	Sell
2021 Q2	$12K	Buy
2021 Q1	$2K	Sell
2020 Q4	$10K	Sell
2020 Q3	$43K	Buy