Meristem Family Wealth’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	-3,034	Closed	-$418K	–	416
2021 Q2	$418K	Sell	3,034 -3,239	-52%	-$446K	0.07%	190
2021 Q1	$834K	Hold	6,273	–	–	0.17%	76
2020 Q4	$1.02M	Buy	+6,273	New	+$1.02M	0.22%	61