LWP
Lumature Wealth Partners’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28.6K | Hold |
600
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $26.6K | Buy |
+600
| New | +$26.6K | 0.01% | 259 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$28K | – | 388 |
|
|
2022
Q2 | $28K | Hold |
600
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $36K | Hold |
600
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $39K | Hold |
600
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $56K | Buy |
+600
| New | +$56K | 0.02% | 225 |
|