Independent Advisor Alliance’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,848
| Closed | -$314K | – | 706 |
|
|
2024
Q1 | $314K | Sell |
7,848
-1,332
| -15% | -$53.2K | 0.01% | 556 |
|
|
2023
Q4 | $346K | Sell |
9,180
-765
| -8% | -$28.8K | 0.01% | 512 |
|
|
2023
Q3 | $454K | Sell |
9,945
-377
| -4% | -$17.2K | 0.02% | 431 |
|
|
2023
Q2 | $491K | Buy |
10,322
+186
| +2% | +$8.85K | 0.02% | 431 |
|
|
2023
Q1 | $450K | Buy |
+10,136
| New | +$450K | 0.02% | 441 |
|
|
2022
Q4 | – | Sell |
-9,485
| Closed | -$387K | – | 436 |
|
|
2022
Q3 | $387K | Sell |
9,485
-1,291
| -12% | -$52.7K | 0.02% | 428 |
|
|
2022
Q2 | $510K | Sell |
10,776
-620
| -5% | -$29.3K | 0.03% | 364 |
|
|
2022
Q1 | $693K | Buy |
11,396
+613
| +6% | +$37.3K | 0.03% | 336 |
|
|
2021
Q4 | $703K | Sell |
10,783
-7,889
| -42% | -$514K | 0.03% | 324 |
|
|
2021
Q3 | $1.73M | Sell |
18,672
-65
| -0.3% | -$6.01K | 0.1% | 174 |
|
|
2021
Q2 | $2.58M | Sell |
18,737
-390
| -2% | -$53.7K | 0.14% | 146 |
|
|
2021
Q1 | $2.54M | Buy |
19,127
+8,036
| +72% | +$1.07M | 0.15% | 132 |
|
|
2020
Q4 | $1.8M | Buy |
11,091
+1,263
| +13% | +$205K | 0.12% | 145 |
|
|
2020
Q3 | $636K | Buy |
9,828
+605
| +7% | +$39.2K | 0.05% | 245 |
|
|
2020
Q2 | $473K | Buy |
+9,223
| New | +$473K | 0.05% | 279 |
|