Envestnet Asset Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,777
| Closed | -$658K | – | 3670 |
|
|
2021
Q2 | $658K | Buy |
4,777
+356
| +8% | +$49K | ﹤0.01% | 2806 |
|
|
2021
Q1 | $588K | Buy |
4,421
+1,184
| +37% | +$157K | ﹤0.01% | 2745 |
|
|
2020
Q4 | $525K | Buy |
+3,237
| New | +$525K | ﹤0.01% | 2631 |
|
|
2019
Q4 | – | Sell |
-7,523
| Closed | -$357K | – | 3075 |
|
|
2019
Q3 | $357K | Buy |
+7,523
| New | +$357K | ﹤0.01% | 2559 |
|