FinTrust Capital Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-75
| Closed | -$10K | – | 1147 |
|
|
2021
Q1 | $10K | Sell |
75
-7
| -9% | -$933 | ﹤0.01% | 878 |
|
|
2020
Q4 | $13K | Sell |
82
-98
| -54% | -$15.5K | ﹤0.01% | 760 |
|
|
2020
Q3 | $12 | Buy |
+180
| New | +$12 | ﹤0.01% | 740 |
|
|
2019
Q1 | – | Sell |
-145
| Closed | -$4K | – | 1240 |
|
|
2018
Q4 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 945 |
|