Keener Financial Planning’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
314
| – | – | ﹤0.01% | 161 |
|
|
2025
Q1 | $9K | Hold |
314
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $10K | Hold |
314
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $10K | Hold |
314
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $9K | Hold |
314
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $13K | Hold |
314
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $12K | Buy |
+314
| New | +$12K | 0.01% | 134 |
|