Patriot Financial Group Insurance Agency’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$9K | – | 482 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 1226 |
|
|
2021
Q2 | $28K | Hold |
200
| – | – | 0.01% | 1039 |
|
|
2021
Q1 | $27K | Sell |
200
-100
| -33% | -$13.5K | 0.01% | 979 |
|
|
2020
Q4 | $49K | Sell |
300
-100
| -25% | -$16.3K | 0.01% | 689 |
|
|
2020
Q3 | $26K | Hold |
400
| – | – | 0.01% | 710 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | 0.01% | 727 |
|
|
2020
Q1 | $16K | Buy |
400
+200
| +100% | +$8K | 0.01% | 708 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 876 |
|
|
2019
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 789 |
|