EWP
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Engrave Wealth Partners’s Appian APPN Stock Holding History

Engrave Wealth Partners’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-125
Closed -$6K – 78
2020
Q2 		$6K Buy
125
+25
+25% +$1.2K 0.01% 295
2020
Q1 		$4K Buy
+100
New +$4K ﹤0.01% 285