Moody National Bank Trust Division’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,798
Closed -$401K 500
2023
Q3
$401K Buy
8,798
+4,050
+85% +$185K 0.03% 440
2023
Q2
$226K Sell
4,748
-652
-12% -$31K 0.02% 570
2023
Q1
$240K Buy
+5,400
New +$240K 0.02% 555