Prime Capital Investment Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,067
| Closed | -$422K | – | 299 |
|
|
2021
Q2 | $422K | Buy |
3,067
+830
| +37% | +$114K | 0.02% | 261 |
|
|
2021
Q1 | $297K | Buy |
2,237
+1,030
| +85% | +$137K | 0.02% | 228 |
|
|
2020
Q4 | $196K | Buy |
1,207
+137
| +13% | +$22.2K | 0.02% | 241 |
|
|
2020
Q3 | $69K | Buy |
1,070
+549
| +105% | +$35.4K | 0.01% | 294 |
|
|
2020
Q2 | $27K | Sell |
521
-645
| -55% | -$33.4K | ﹤0.01% | 367 |
|
|
2020
Q1 | $47K | Buy |
1,166
+657
| +129% | +$26.5K | 0.01% | 288 |
|
|
2019
Q4 | $19K | Hold |
509
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $24K | Buy |
+509
| New | +$24K | ﹤0.01% | 393 |
|