JFS Wealth Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69
| Closed | -$2.36K | – | 1945 |
|
|
2024
Q3 | $2.36K | Hold |
69
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q2 | $2.13K | Hold |
69
| – | – | ﹤0.01% | 1407 |
|
|
2024
Q1 | $2.76K | Hold |
69
| – | – | ﹤0.01% | 1325 |
|
|
2023
Q4 | $2.6K | Hold |
69
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q3 | $3.15K | Hold |
69
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q2 | $3.29K | Hold |
69
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q1 | $3.06K | Hold |
69
| – | – | ﹤0.01% | 1197 |
|
|
2022
Q4 | $2.25K | Sell |
69
-182
| -73% | -$5.93K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $10K | Hold |
251
| – | – | ﹤0.01% | 715 |
|
|
2022
Q2 | $12K | Hold |
251
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $15K | Hold |
251
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $16K | Hold |
251
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $23K | Buy |
251
+182
| +264% | +$16.7K | ﹤0.01% | 520 |
|
|
2021
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 439 |
|
|
2021
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $11K | Hold |
69
| – | – | ﹤0.01% | 408 |
|
|
2020
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $4K | Buy |
69
+27
| +64% | +$1.57K | ﹤0.01% | 437 |
|
|
2020
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 428 |
|