Global Wealth Management Investment Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$48 | – | 478 |
|
|
2023
Q2 | $48 | Buy |
+1
| New | +$48 | ﹤0.01% | 479 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$5K | – | 449 |
|
|
2020
Q2 | $5K | Sell |
100
-50
| -33% | -$2.5K | ﹤0.01% | 419 |
|
|
2020
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 392 |
|
|
2019
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 413 |
|
|
2019
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 362 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$7K | – | 678 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 478 |
|