Creative Financial Designs’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-130
| Closed | -$4.44K | – | 1792 |
|
|
2024
Q3 | $4.44K | Hold |
130
| – | – | ﹤0.01% | 1408 |
|
|
2024
Q2 | $4.01K | Hold |
130
| – | – | ﹤0.01% | 1370 |
|
|
2024
Q1 | $5.19K | Hold |
130
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q4 | $4.9K | Hold |
130
| – | – | ﹤0.01% | 1265 |
|
|
2023
Q3 | $5.93K | Sell |
130
-130
| -50% | -$5.93K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $12.4K | Hold |
260
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $11.5K | Sell |
260
-15
| -5% | -$666 | ﹤0.01% | 926 |
|
|
2022
Q4 | $8.95K | Hold |
275
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $11K | Hold |
275
| – | – | ﹤0.01% | 865 |
|
|
2022
Q2 | $13K | Hold |
275
| – | – | ﹤0.01% | 806 |
|
|
2022
Q1 | $17K | Hold |
275
| – | – | ﹤0.01% | 794 |
|
|
2021
Q4 | $18K | Sell |
275
-25
| -8% | -$1.64K | ﹤0.01% | 779 |
|
|
2021
Q3 | $28K | Sell |
300
-450
| -60% | -$42K | ﹤0.01% | 771 |
|
|
2021
Q2 | $103K | Sell |
750
-110
| -13% | -$15.1K | 0.02% | 436 |
|
|
2021
Q1 | $114K | Sell |
860
-50
| -5% | -$6.63K | 0.02% | 388 |
|
|
2020
Q4 | $148K | Buy |
910
+830
| +1,038% | +$135K | 0.03% | 303 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 912 |
|
|
2020
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 895 |
|