IFAM
Institutional & Family Asset Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$188 | – | 732 |
|
|
2023
Q4 | $188 | Hold |
5
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $228 | Hold |
5
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $238 | Hold |
5
| – | – | ﹤0.01% | 723 |
|
|
2023
Q1 | $222 | Hold |
5
| – | – | ﹤0.01% | 709 |
|
|
2022
Q4 | $163 | Hold |
5
| – | – | ﹤0.01% | 699 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 761 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $1K | Sell |
5
-33
| -87% | -$6.6K | ﹤0.01% | 836 |
|
|
2020
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 608 |
|