J.P. Morgan Private Wealth Advisors’s Appian APPN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,813
Closed -$374K 1898
2021
Q1
$374K Sell
2,813
-4,004
-59% -$532K ﹤0.01% 1436
2020
Q4
$1.11M Buy
+6,817
New +$1.11M ﹤0.01% 969