Flagship Harbor Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $269K | Sell |
6,743
-225
| -3% | -$8.99K | 0.02% | 553 |
|
|
2023
Q4 | $262K | Buy |
6,968
+500
| +8% | +$18.8K | 0.02% | 530 |
|
|
2023
Q3 | $295K | Sell |
6,468
-125
| -2% | -$5.7K | 0.02% | 471 |
|
|
2023
Q2 | $314K | Sell |
6,593
-55
| -0.8% | -$2.62K | 0.03% | 465 |
|
|
2023
Q1 | $295K | Buy |
6,648
+100
| +2% | +$4.44K | 0.03% | 486 |
|
|
2022
Q4 | $213K | Sell |
6,548
-650
| -9% | -$21.2K | 0.02% | 558 |
|
|
2022
Q3 | $294K | Buy |
7,198
+3
| +0% | +$123 | 0.03% | 445 |
|
|
2022
Q2 | $341K | Hold |
7,195
| – | – | 0.04% | 416 |
|
|
2022
Q1 | $438K | Buy |
7,195
+440
| +7% | +$26.8K | 0.04% | 381 |
|
|
2021
Q4 | $440K | Buy |
6,755
+229
| +4% | +$14.9K | 0.04% | 394 |
|
|
2021
Q3 | $899K | Hold |
6,526
| – | – | 0.1% | 225 |
|
|
2021
Q2 | $899K | Buy |
6,526
+601
| +10% | +$82.8K | 0.1% | 226 |
|
|
2021
Q1 | $788K | Buy |
5,925
+170
| +3% | +$22.6K | 0.09% | 247 |
|
|
2020
Q4 | $933K | Buy |
5,755
+25
| +0.4% | +$4.05K | 0.12% | 190 |
|
|
2020
Q3 | $371K | Buy |
5,730
+125
| +2% | +$8.09K | 0.05% | 310 |
|
|
2020
Q2 | $287K | Buy |
5,605
+430
| +8% | +$22K | 0.04% | 365 |
|
|
2020
Q1 | $208K | Buy |
5,175
+1,765
| +52% | +$70.9K | 0.04% | 378 |
|
|
2019
Q4 | $130K | Buy |
3,410
+1,075
| +46% | +$41K | 0.02% | 544 |
|
|
2019
Q3 | $110K | Sell |
2,335
-300
| -11% | -$14.1K | 0.02% | 557 |
|
|
2019
Q2 | $95K | Buy |
2,635
+150
| +6% | +$5.41K | 0.02% | 581 |
|
|
2019
Q1 | $85K | Buy |
+2,485
| New | +$85K | 0.02% | 608 |
|