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DHK Financial Advisors’s Appian APPN Stock Holding History

DHK Financial Advisors’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,874
Closed -$392K – 92
2024
Q4 		$392K Hold
11,874
– – 0.24% 70
2024
Q3 		$405K Hold
11,874
– – 0.25% 62
2024
Q2 		$366K Buy
+11,874
New +$366K 0.26% 60