Kozak & Associates’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-227
Closed -$13K 371
2022
Q1
$13K Hold
227
0.01% 233
2021
Q4
$13K Buy
227
+125
+123% +$7.16K 0.01% 233
2021
Q3
$9K Buy
+102
New +$9K 0.01% 246