Independent Solutions Wealth Management’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,176	Closed	-$849K	–	227
2021 Q3	$849K	Buy	9,176 +58	+0.6%	+$5.37K	0.21%	98
2021 Q2	$1.26M	Buy	9,118 +824	+10%	+$114K	0.3%	81
2021 Q1	$1.1M	Buy	8,294 +1,387	+20%	+$184K	0.3%	74
2020 Q4	$1.12M	Buy	+6,907	New	+$1.12M	0.35%	63