Glassman Wealth Services’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$113 | – | 315 |
|
|
2023
Q4 | $113 | Hold |
3
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q3 | $137 | Hold |
3
| – | – | ﹤0.01% | 1948 |
|
|
2023
Q2 | $143 | Hold |
3
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q1 | $133 | Sell |
3
-23
| -88% | -$1.02K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $847 | Buy |
+26
| New | +$847 | ﹤0.01% | 1470 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1643 |
|
|
2022
Q2 | $1K | Sell |
15
-5
| -25% | -$333 | ﹤0.01% | 1336 |
|
|
2022
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 1319 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1294 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1441 |
|
|
2021
Q1 | $2K | Sell |
15
-1,985
| -99% | -$265K | ﹤0.01% | 1058 |
|
|
2020
Q4 | $324K | Hold |
2,000
| – | – | 0.07% | 105 |
|
|
2020
Q3 | $130K | Buy |
+2,000
| New | +$130K | 0.04% | 163 |
|