Cobblestone Capital Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,470
| Closed | -$259K | – | 257 |
|
|
2022
Q2 | $259K | Sell |
5,470
-6,207
| -53% | -$294K | 0.02% | 219 |
|
|
2022
Q1 | $710K | Sell |
11,677
-6,264
| -35% | -$381K | 0.05% | 137 |
|
|
2021
Q4 | $1.17M | Sell |
17,941
-42,386
| -70% | -$2.76M | 0.08% | 115 |
|
|
2021
Q3 | $5.58M | Buy |
60,327
+902
| +2% | +$83.4K | 0.38% | 46 |
|
|
2021
Q2 | $8.19M | Sell |
59,425
-1,601
| -3% | -$221K | 0.55% | 43 |
|
|
2021
Q1 | $8.11M | Sell |
61,026
-24,310
| -28% | -$3.23M | 0.59% | 43 |
|
|
2020
Q4 | $13.8M | Sell |
85,336
-18,740
| -18% | -$3.04M | 1.07% | 33 |
|
|
2020
Q3 | $6.74M | Buy |
104,076
+2,880
| +3% | +$186K | 0.58% | 42 |
|
|
2020
Q2 | $5.19M | Buy |
101,196
+13,468
| +15% | +$690K | 0.47% | 43 |
|
|
2020
Q1 | $3.53M | Buy |
+87,728
| New | +$3.53M | 0.38% | 48 |
|