Kestra Advisory Services’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,090
Closed -$288K 2110
2021
Q2
$288K Buy
2,090
+466
+29% +$64.2K ﹤0.01% 1586
2021
Q1
$216K Sell
1,624
-1,255
-44% -$167K ﹤0.01% 1683
2020
Q4
$465K Buy
+2,879
New +$465K 0.01% 1245