NWAM LLC’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,368
| Closed | -$220K | – | 523 |
|
|
2021
Q4 | $220K | Buy |
3,368
+38
| +1% | +$2.48K | 0.02% | 470 |
|
|
2021
Q3 | $308K | Hold |
3,330
| – | – | 0.03% | 398 |
|
|
2021
Q2 | $459K | Hold |
3,330
| – | – | 0.04% | 321 |
|
|
2021
Q1 | $443K | Buy |
3,330
+42
| +1% | +$5.59K | 0.04% | 321 |
|
|
2020
Q4 | $533K | Buy |
+3,288
| New | +$533K | 0.06% | 255 |
|