Cutler Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,765
| Closed | -$104K | – | 905 |
|
|
2023
Q4 | $104K | Sell |
2,765
-400
| -13% | -$15K | 0.01% | 509 |
|
|
2023
Q3 | $144K | Hold |
3,165
| – | – | 0.01% | 471 |
|
|
2023
Q2 | $150K | Sell |
3,165
-1,387
| -30% | -$65.7K | 0.02% | 393 |
|
|
2023
Q1 | $202K | Buy |
4,552
+835
| +22% | +$37.1K | 0.02% | 357 |
|
|
2022
Q4 | $121K | Buy |
3,717
+3,544
| +2,049% | +$115K | 0.01% | 562 |
|
|
2022
Q3 | $7K | Sell |
173
-153
| -47% | -$6.19K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $15K | Buy |
326
+46
| +16% | +$2.12K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $17K | Buy |
+280
| New | +$17K | ﹤0.01% | 1400 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2046 |
|
|
2021
Q3 | – | Sell |
-14,664
| Closed | -$2.02M | – | 2095 |
|
|
2021
Q2 | $2.02M | Buy |
14,664
+13,984
| +2,056% | +$1.93M | 0.09% | 154 |
|
|
2021
Q1 | $90K | Sell |
680
-2,421
| -78% | -$320K | ﹤0.01% | 944 |
|
|
2020
Q4 | $502K | Buy |
3,101
+3,069
| +9,591% | +$497K | 0.02% | 344 |
|
|
2020
Q3 | $2K | Sell |
32
-4,768
| -99% | -$298K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $246K | Buy |
+4,800
| New | +$246K | 0.02% | 390 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1418 |
|
|
2019
Q4 | – | Sell |
-5,586
| Closed | -$265K | – | 1491 |
|
|
2019
Q3 | $265K | Buy |
+5,586
| New | +$265K | 0.02% | 362 |
|
|
2019
Q2 | – | Sell |
-896
| Closed | -$30K | – | 1558 |
|
|
2019
Q1 | $30K | Sell |
896
-500
| -36% | -$16.7K | ﹤0.01% | 962 |
|
|
2018
Q4 | $37K | Sell |
1,396
-400
| -22% | -$10.6K | ﹤0.01% | 923 |
|
|
2018
Q3 | $59K | Sell |
1,796
-204
| -10% | -$6.7K | ﹤0.01% | 886 |
|
|
2018
Q2 | $72K | Buy |
+2,000
| New | +$72K | 0.01% | 799 |
|