Paloma Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,718
| Closed | -$530K | – | 667 |
|
|
2022
Q1 | $530K | Buy |
+8,718
| New | +$530K | 0.02% | 482 |
|
|
2021
Q4 | – | Sell |
-8,079
| Closed | -$747K | – | 1482 |
|
|
2021
Q3 | $747K | Buy |
+8,079
| New | +$747K | 0.02% | 340 |
|
|
2021
Q2 | – | Sell |
-2,963
| Closed | -$394K | – | 1511 |
|
|
2021
Q1 | $394K | Sell |
2,963
-4,258
| -59% | -$566K | 0.01% | 1118 |
|
|
2020
Q4 | $1.17M | Buy |
7,221
+710
| +11% | +$115K | 0.03% | 375 |
|
|
2020
Q3 | $421K | Buy |
6,511
+2,513
| +63% | +$162K | 0.01% | 1133 |
|
|
2020
Q2 | $205K | Buy |
+3,998
| New | +$205K | ﹤0.01% | 1516 |
|
|
2019
Q4 | – | Sell |
-11,417
| Closed | -$543K | – | 1821 |
|
|
2019
Q3 | $543K | Buy |
+11,417
| New | +$543K | 0.01% | 845 |
|
|
2019
Q2 | – | Sell |
-18,926
| Closed | -$652K | – | 1450 |
|
|
2019
Q1 | $652K | Buy |
+18,926
| New | +$652K | 0.02% | 665 |
|