Gradient Investments’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50
| Closed | -$2.28K | – | 1834 |
|
|
2023
Q3 | $2.28K | Hold |
50
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q2 | $2.38K | Hold |
50
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q1 | $2.22K | Hold |
50
| – | – | ﹤0.01% | 1093 |
|
|
2022
Q4 | $1.63K | Hold |
50
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q1 | $3K | Sell |
50
-100
| -67% | -$6K | ﹤0.01% | 956 |
|
|
2021
Q4 | $10K | Buy |
150
+100
| +200% | +$6.67K | ﹤0.01% | 784 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 818 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 877 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 891 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 920 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 909 |
|
|
2019
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 861 |
|