Mezzasalma Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,010
| Closed | -$1.24M | – | 83 |
|
|
2023
Q2 | $1.24M | Sell |
26,010
-20
| -0.1% | -$952 | 0.75% | 28 |
|
|
2023
Q1 | $1.16M | Sell |
26,030
-410
| -2% | -$18.2K | 0.82% | 28 |
|
|
2022
Q4 | $861K | Sell |
26,440
-640
| -2% | -$20.8K | 0.75% | 31 |
|
|
2022
Q3 | $1.11M | Sell |
27,080
-40
| -0.1% | -$1.63K | 0.88% | 22 |
|
|
2022
Q2 | $1.28M | Sell |
27,120
-50
| -0.2% | -$2.37K | 1.09% | 20 |
|
|
2022
Q1 | $1.65M | Sell |
27,170
-3,410
| -11% | -$207K | 1.03% | 20 |
|
|
2021
Q4 | $1.99M | Sell |
30,580
-5,130
| -14% | -$335K | 1.07% | 20 |
|
|
2021
Q3 | $3.3M | Hold |
35,710
| – | – | 1.86% | 16 |
|
|
2021
Q2 | $4.92M | Sell |
35,710
-40
| -0.1% | -$5.51K | 2.71% | 13 |
|
|
2021
Q1 | $4.75M | Sell |
35,750
-530
| -1% | -$70.5K | 3.05% | 10 |
|
|
2020
Q4 | $5.88M | Buy |
+36,280
| New | +$5.88M | 3.76% | 5 |
|