Next Financial Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $283K | Buy |
4,337
+770
| +22% | +$50.2K | 0.02% | 753 |
|
|
2021
Q3 | $330K | Buy |
3,567
+218
| +7% | +$20.2K | 0.03% | 625 |
|
|
2021
Q2 | $462K | Buy |
3,349
+213
| +7% | +$29.4K | 0.04% | 489 |
|
|
2021
Q1 | $417K | Buy |
3,136
+454
| +17% | +$60.4K | 0.04% | 488 |
|
|
2020
Q4 | $434K | Buy |
2,682
+550
| +26% | +$89K | 0.04% | 426 |
|
|
2020
Q3 | $138K | Buy |
+2,132
| New | +$138K | 0.01% | 746 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 665 |
|
|
2020
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1740 |
|
|
2019
Q4 | – | Sell |
-96
| Closed | -$5K | – | 2344 |
|
|
2019
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 1892 |
|
|
2019
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 1985 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 1642 |
|
|
2018
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1944 |
|