Financial Advocates Investment Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,246
| Closed | -$258K | – | 691 |
|
|
2022
Q1 | $258K | Sell |
4,246
-325
| -7% | -$19.7K | 0.02% | 615 |
|
|
2021
Q4 | $298K | Sell |
4,571
-985
| -18% | -$64.2K | 0.02% | 632 |
|
|
2021
Q3 | $468K | Buy |
5,556
+834
| +18% | +$70.3K | 0.03% | 486 |
|
|
2021
Q2 | $651K | Sell |
4,722
-25
| -0.5% | -$3.45K | 0.04% | 410 |
|
|
2021
Q1 | $631K | Sell |
4,747
-196
| -4% | -$26.1K | 0.04% | 413 |
|
|
2020
Q4 | $801K | Sell |
4,943
-84
| -2% | -$13.6K | 0.05% | 344 |
|
|
2020
Q3 | $326K | Buy |
5,027
+61
| +1% | +$3.96K | 0.03% | 455 |
|
|
2020
Q2 | $255K | Buy |
+4,966
| New | +$255K | 0.02% | 485 |
|