CAM
Concorde Asset Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,967
| Closed | -$552K | – | 171 |
|
|
2021
Q3 | $552K | Buy |
5,967
+4,091
| +218% | +$378K | 0.32% | 107 |
|
|
2021
Q2 | $258K | Sell |
1,876
-1,064
| -36% | -$146K | 0.14% | 151 |
|
|
2021
Q1 | $391K | Sell |
2,940
-9,678
| -77% | -$1.29M | 0.23% | 109 |
|
|
2020
Q4 | $2.05M | Sell |
12,618
-5,056
| -29% | -$819K | 1.14% | 24 |
|
|
2020
Q3 | $1.14M | Buy |
+17,674
| New | +$1.14M | 0.65% | 40 |
|
|
2020
Q1 | – | Sell |
-24,146
| Closed | -$923K | – | 108 |
|
|
2019
Q4 | $923K | Buy |
24,146
+698
| +3% | +$26.7K | 0.64% | 38 |
|
|
2019
Q3 | $1.11M | Sell |
23,448
-3,191
| -12% | -$152K | 0.86% | 25 |
|
|
2019
Q2 | $961K | Buy |
+26,639
| New | +$961K | 0.56% | 53 |
|