Edgestream Partners’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	-150,920	Closed	-$4.66M	–	834
2024 Q2	$4.66M	Buy	+150,920	New	+$4.66M	0.22%	144
2024 Q1	–	Sell	-17,993	Closed	-$678K	–	801
2023 Q4	$678K	Buy	+17,993	New	+$678K	0.05%	537