Newbridge Financial Services Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$5.12K | – | 1138 |
|
|
2024
Q3 | $5.12K | Sell |
150
-200
| -57% | -$6.83K | ﹤0.01% | 504 |
|
|
2024
Q2 | $10.8K | Sell |
350
-340
| -49% | -$10.5K | ﹤0.01% | 696 |
|
|
2024
Q1 | $27.6K | Hold |
690
| – | – | 0.01% | 536 |
|
|
2023
Q4 | $26K | Sell |
690
-275
| -28% | -$10.4K | 0.01% | 533 |
|
|
2023
Q3 | $44K | Hold |
965
| – | – | 0.02% | 436 |
|
|
2023
Q2 | $45.9K | Sell |
965
-60
| -6% | -$2.86K | 0.02% | 481 |
|
|
2023
Q1 | $45.5K | Sell |
1,025
-1,000
| -49% | -$44.4K | 0.02% | 484 |
|
|
2022
Q4 | $65.9K | Hold |
2,025
| – | – | 0.04% | 391 |
|
|
2022
Q3 | $83K | Sell |
2,025
-31
| -2% | -$1.27K | 0.05% | 324 |
|
|
2022
Q2 | $97K | Sell |
2,056
-805
| -28% | -$38K | 0.06% | 270 |
|
|
2022
Q1 | $174K | Buy |
2,861
+31
| +1% | +$1.89K | 0.09% | 221 |
|
|
2021
Q4 | $185K | Sell |
2,830
-125
| -4% | -$8.17K | 0.09% | 213 |
|
|
2021
Q3 | $273K | Sell |
2,955
-37
| -1% | -$3.42K | 0.17% | 129 |
|
|
2021
Q2 | $412K | Sell |
2,992
-40
| -1% | -$5.51K | 0.25% | 93 |
|
|
2021
Q1 | $403K | Buy |
3,032
+55
| +2% | +$7.31K | 0.3% | 77 |
|
|
2020
Q4 | $483K | Buy |
+2,977
| New | +$483K | 0.4% | 52 |
|