HighTower Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,609
| Closed | -$220K | – | 2993 |
|
2022
Q1 | $220K | Sell |
3,609
-1,466
| -29% | -$89.4K | ﹤0.01% | 2734 |
|
2021
Q4 | $331K | Sell |
5,075
-1,097
| -18% | -$71.5K | ﹤0.01% | 2402 |
|
2021
Q3 | $573K | Sell |
6,172
-101
| -2% | -$9.38K | ﹤0.01% | 1975 |
|
2021
Q2 | $866K | Buy |
6,273
+193
| +3% | +$26.6K | ﹤0.01% | 1721 |
|
2021
Q1 | $810K | Sell |
6,080
-393
| -6% | -$52.4K | ﹤0.01% | 1702 |
|
2020
Q4 | $1.05M | Sell |
6,473
-994
| -13% | -$161K | ﹤0.01% | 1233 |
|
2020
Q3 | $481K | Sell |
7,467
-576
| -7% | -$37.1K | ﹤0.01% | 1579 |
|
2020
Q2 | $413K | Buy |
8,043
+2,125
| +36% | +$109K | ﹤0.01% | 1549 |
|
2020
Q1 | $238K | Buy |
5,918
+165
| +3% | +$6.64K | ﹤0.01% | 1674 |
|
2019
Q4 | $218K | Sell |
5,753
-585
| -9% | -$22.2K | ﹤0.01% | 1906 |
|
2019
Q3 | $303K | Sell |
6,338
-1,840
| -22% | -$88K | ﹤0.01% | 1779 |
|
2019
Q2 | $296K | Buy |
8,178
+950
| +13% | +$34.4K | ﹤0.01% | 1799 |
|
2019
Q1 | $248K | Buy |
+7,228
| New | +$248K | ﹤0.01% | 1819 |
|