Harbor Investment Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1332 |
|
|
2023
Q4 | – | Sell |
-80
| Closed | -$3.65K | – | 1160 |
|
|
2023
Q3 | $3.65K | Buy |
+80
| New | +$3.65K | ﹤0.01% | 964 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$73K | – | 1247 |
|
|
2021
Q1 | $73K | Hold |
550
| – | – | 0.01% | 570 |
|
|
2020
Q4 | $89K | Hold |
550
| – | – | 0.01% | 481 |
|
|
2020
Q3 | $36K | Hold |
550
| – | – | 0.01% | 582 |
|
|
2020
Q2 | $28K | Hold |
550
| – | – | 0.01% | 549 |
|
|
2020
Q1 | $22K | Hold |
550
| – | – | 0.01% | 554 |
|
|
2019
Q4 | $21K | Buy |
+550
| New | +$21K | ﹤0.01% | 527 |
|