Heritage Wealth Management (Arizona)’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $25.5K | Buy |
782
+363
| +87% | +$11.8K | ﹤0.01% | 621 |
|
|
2022
Q3 | $17K | Sell |
419
-144
| -26% | -$5.84K | 0.01% | 559 |
|
|
2022
Q2 | $26.7K | Hold |
563
| – | – | 0.01% | 501 |
|
|
2022
Q1 | $34K | Buy |
+563
| New | +$34K | 0.01% | 520 |
|
|
2021
Q3 | $71K | Sell |
765
-212
| -22% | -$19.7K | 0.03% | 402 |
|
|
2021
Q2 | $135K | Sell |
977
-1,490
| -60% | -$206K | 0.05% | 284 |
|
|
2021
Q1 | $328K | Buy |
+2,467
| New | +$328K | 0.18% | 96 |
|