EWM
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Evermay Wealth Management’s Appian APPN Stock Holding History

Evermay Wealth Management’s Portfolio APPN Stock Details APPN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,450
Closed -$47.2K – 541
2022
Q4 		$47.2K Buy
+1,450
New +$47.2K 0.01% 302
2021
Q3 		– Sell
-20
Closed -$3K – 457
2021
Q2 		$3K Buy
+20
New +$3K ﹤0.01% 466