Focused Wealth Management’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	172
2024 Q3	–	Hold	0	–	–	–	209
2022 Q1	–	Sell	-600	Closed	-$39K	–	933
2021 Q4	$39K	Sell	600 -200	-25%	-$13K	0.01%	389
2021 Q3	$74K	Buy	+800	New	+$74K	0.01%	325