HWA
HHM Wealth Advisors’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-275
| Closed | -$17K | – | 776 |
|
|
2022
Q1 | $17K | Hold |
275
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $18K | Buy |
275
+132
| +92% | +$8.64K | ﹤0.01% | 438 |
|
|
2021
Q3 | $13K | Buy |
143
+110
| +333% | +$10K | ﹤0.01% | 459 |
|
|
2021
Q2 | $5K | Buy |
33
+25
| +313% | +$3.79K | ﹤0.01% | 522 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 505 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 482 |
|