Crossmark Global Holdings’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,693
| Closed | -$299K | – | 1280 |
|
|
2024
Q2 | $299K | Buy |
9,693
+280
| +3% | +$8.64K | 0.01% | 1070 |
|
|
2024
Q1 | $376K | Buy |
9,413
+198
| +2% | +$7.91K | 0.01% | 993 |
|
|
2023
Q4 | $347K | Buy |
9,215
+271
| +3% | +$10.2K | 0.01% | 998 |
|
|
2023
Q3 | $386K | Buy |
8,944
+601
| +7% | +$25.9K | 0.01% | 910 |
|
|
2023
Q2 | $415K | Hold |
8,343
| – | – | 0.01% | 928 |
|
|
2023
Q1 | $370K | Buy |
8,343
+2
| +0% | +$89 | 0.01% | 953 |
|
|
2022
Q4 | $272K | Buy |
8,341
+791
| +10% | +$25.8K | 0.01% | 1052 |
|
|
2022
Q3 | $308K | Sell |
7,550
-261
| -3% | -$10.6K | 0.01% | 980 |
|
|
2022
Q2 | $370K | Sell |
7,811
-1,170
| -13% | -$55.4K | 0.01% | 947 |
|
|
2022
Q1 | $546K | Buy |
8,981
+4,961
| +123% | +$302K | 0.01% | 865 |
|
|
2021
Q4 | $262K | Buy |
+4,020
| New | +$262K | 0.01% | 1207 |
|