Delos Wealth Advisors’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 |
-5
| Closed | -$171 | – | 200 |
|
|
2024
Q3 | $171 | Hold |
5
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $155 | Hold |
5
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $200 | Hold |
5
| – | – | ﹤0.01% | 331 |
|
|
2023
Q4 | $189 | Hold |
5
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $244 | Hold |
5
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $238 | Hold |
5
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $222 | Sell |
5
-163
| -97% | -$7.24K | ﹤0.01% | 360 |
|
|
2022
Q4 | $5.47K | Hold |
168
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $7K | Hold |
168
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $8K | Hold |
168
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $10K | Hold |
168
| – | – | 0.01% | 165 |
|
|
2021
Q4 | $11K | Hold |
168
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $16K | Hold |
168
| – | – | 0.02% | 76 |
|
|
2021
Q2 | $23K | Buy |
+168
| New | +$23K | 0.03% | 63 |
|