Fiduciary Trust’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,500
| Closed | -$213K | – | 613 |
|
2022
Q2 | $213K | Hold |
4,500
| – | – | ﹤0.01% | 593 |
|
2022
Q1 | $273K | Sell |
4,500
-200
| -4% | -$12.1K | ﹤0.01% | 585 |
|
2021
Q4 | $307K | Hold |
4,700
| – | – | 0.01% | 561 |
|
2021
Q3 | $435K | Hold |
4,700
| – | – | 0.01% | 491 |
|
2021
Q2 | $648K | Hold |
4,700
| – | – | 0.01% | 418 |
|
2021
Q1 | $624K | Hold |
4,700
| – | – | 0.01% | 415 |
|
2020
Q4 | $762K | Hold |
4,700
| – | – | 0.02% | 368 |
|
2020
Q3 | $304K | Hold |
4,700
| – | – | 0.01% | 465 |
|
2020
Q2 | $241K | Buy |
+4,700
| New | +$241K | 0.01% | 489 |
|