D.A. Davidson & Co’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,085
| Closed | -$289K | – | 1303 |
|
|
2022
Q3 | $289K | Buy |
7,085
+210
| +3% | +$8.57K | ﹤0.01% | 1022 |
|
|
2022
Q2 | $326K | Buy |
6,875
+2
| +0% | +$95 | ﹤0.01% | 972 |
|
|
2022
Q1 | $418K | Sell |
6,873
-178
| -3% | -$10.8K | ﹤0.01% | 942 |
|
|
2021
Q4 | $460K | Sell |
7,051
-470
| -6% | -$30.7K | ﹤0.01% | 904 |
|
|
2021
Q3 | $696K | Buy |
7,521
+345
| +5% | +$31.9K | 0.01% | 738 |
|
|
2021
Q2 | $988K | Buy |
7,176
+743
| +12% | +$102K | 0.01% | 631 |
|
|
2021
Q1 | $855K | Sell |
6,433
-2,658
| -29% | -$353K | 0.01% | 635 |
|
|
2020
Q4 | $1.47M | Buy |
9,091
+1,252
| +16% | +$203K | 0.02% | 410 |
|
|
2020
Q3 | $508K | Buy |
7,839
+1,439
| +22% | +$93.3K | 0.01% | 611 |
|
|
2020
Q2 | $328K | Buy |
6,400
+144
| +2% | +$7.38K | 0.01% | 722 |
|
|
2020
Q1 | $252K | Buy |
+6,256
| New | +$252K | ﹤0.01% | 801 |
|