Lake Point Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 183 |
|
|
2022
Q1 | $9K | Hold |
147
| – | – | ﹤0.01% | 171 |
|
|
2021
Q4 | $10K | Hold |
147
| – | – | ﹤0.01% | 168 |
|
|
2021
Q3 | $14K | Hold |
147
| – | – | 0.01% | 135 |
|
|
2021
Q2 | $20K | Buy |
+147
| New | +$20K | 0.01% | 118 |
|
|
2020
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 174 |
|
|
2019
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 393 |
|
|
2019
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 621 |
|