Golden State Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239 | Sell |
8
-50
| -86% | -$1.49K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $1.67K | Sell |
58
-20
| -26% | -$576 | ﹤0.01% | 1346 |
|
|
2024
Q4 | $2.57K | Buy |
+78
| New | +$2.57K | ﹤0.01% | 1224 |
|
|
2020
Q2 | – | Sell |
-325
| Closed | -$13K | – | 226 |
|
|
2020
Q1 | $13K | Buy |
+325
| New | +$13K | 0.01% | 566 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$5K | – | 102 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 848 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 967 |
|