NIM
Needham Investment Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,150
| Closed | -$205K | – | 125 |
|
|
2021
Q4 | $205K | Hold |
3,150
| – | – | 0.03% | 116 |
|
|
2021
Q3 | $291K | Hold |
3,150
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $434K | Sell |
3,150
-1,500
| -32% | -$207K | 0.06% | 108 |
|
|
2021
Q1 | $618K | Sell |
4,650
-1,000
| -18% | -$133K | 0.08% | 104 |
|
|
2020
Q4 | $915K | Sell |
5,650
-2,850
| -34% | -$462K | 0.15% | 87 |
|
|
2020
Q3 | $550K | Hold |
8,500
| – | – | 0.11% | 90 |
|
|
2020
Q2 | $436K | Sell |
8,500
-43,500
| -84% | -$2.23M | 0.09% | 85 |
|
|
2020
Q1 | $2.09M | Buy |
52,000
+14,500
| +39% | +$583K | 0.59% | 51 |
|
|
2019
Q4 | $1.43M | Buy |
37,500
+25,000
| +200% | +$955K | 0.39% | 50 |
|
|
2019
Q3 | $594K | Sell |
12,500
-4,500
| -26% | -$214K | 0.19% | 63 |
|
|
2019
Q2 | $613K | Buy |
17,000
+4,500
| +36% | +$162K | 0.2% | 63 |
|
|
2019
Q1 | $430K | Sell |
12,500
-3,000
| -19% | -$103K | 0.15% | 65 |
|
|
2018
Q4 | $414K | Sell |
15,500
-4,500
| -23% | -$120K | 0.16% | 60 |
|
|
2018
Q3 | $662K | Hold |
20,000
| – | – | 0.2% | 65 |
|
|
2018
Q2 | $724K | Buy |
20,000
+500
| +3% | +$18.1K | 0.2% | 65 |
|
|
2018
Q1 | $491K | Sell |
19,500
-500
| -3% | -$12.6K | 0.14% | 69 |
|
|
2017
Q4 | $630K | Buy |
+20,000
| New | +$630K | 0.17% | 71 |
|