Harel Insurance Investments & Financial Services’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-151
| Closed | -$7K | – | 597 |
|
|
2023
Q3 | $7K | Sell |
151
-14
| -8% | -$649 | ﹤0.01% | 610 |
|
|
2023
Q2 | $8K | Sell |
165
-12
| -7% | -$582 | ﹤0.01% | 641 |
|
|
2023
Q1 | $8K | Sell |
177
-56
| -24% | -$2.53K | ﹤0.01% | 655 |
|
|
2022
Q4 | $8K | Buy |
+233
| New | +$8K | ﹤0.01% | 642 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$2K | – | 706 |
|
|
2021
Q4 | $2K | Sell |
32
-1,270
| -98% | -$79.4K | ﹤0.01% | 729 |
|
|
2021
Q3 | $120K | Sell |
1,302
-580
| -31% | -$53.5K | ﹤0.01% | 435 |
|
|
2021
Q2 | $835K | Sell |
1,882
-1,150
| -38% | -$510K | 0.02% | 357 |
|
|
2021
Q1 | $1.34M | Sell |
3,032
-6,510
| -68% | -$2.87M | 0.03% | 307 |
|
|
2020
Q4 | $4.97M | Buy |
9,542
+5,022
| +111% | +$2.62M | 0.12% | 86 |
|
|
2020
Q3 | $293K | Sell |
4,520
-9,269
| -67% | -$601K | 0.01% | 250 |
|
|
2020
Q2 | $707K | Buy |
+13,789
| New | +$707K | 0.02% | 99 |
|