Global Retirement Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60 | Buy |
+2
| New | +$60 | ﹤0.01% | 3728 |
|
|
2024
Q4 | $66 | Hold |
2
| – | – | ﹤0.01% | 3563 |
|
|
2024
Q3 | $68 | Hold |
2
| – | – | ﹤0.01% | 3420 |
|
|
2024
Q2 | $62 | Sell |
2
-102
| -98% | -$3.16K | ﹤0.01% | 3472 |
|
|
2024
Q1 | $4.16K | Sell |
104
-7
| -6% | -$280 | ﹤0.01% | 2474 |
|
|
2023
Q4 | $3.66K | Buy |
111
+4
| +4% | +$132 | ﹤0.01% | 2448 |
|
|
2023
Q3 | $4.64K | Hold |
107
| – | – | ﹤0.01% | 2219 |
|
|
2023
Q2 | $5.09K | Sell |
107
-8
| -7% | -$381 | ﹤0.01% | 2191 |
|
|
2023
Q1 | $4.05K | Buy |
115
+108
| +1,543% | +$3.8K | ﹤0.01% | 2244 |
|
|
2022
Q4 | $228 | Buy |
+7
| New | +$228 | ﹤0.01% | 2928 |
|
|
2021
Q1 | – | Sell |
-94
| Closed | -$15K | – | 1763 |
|
|
2020
Q4 | $15K | Buy |
+94
| New | +$15K | ﹤0.01% | 1128 |
|