Plante Moran Financial Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15
| Closed | -$2K | – | 946 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 799 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 690 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | – | – | 841 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 773 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 767 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 880 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2018
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 811 |
|