Prospera Financial Services’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 |
-1,805
| Closed | -$110K | – | 1652 |
|
|
2022
Q1 | $110K | Buy |
+1,805
| New | +$110K | ﹤0.01% | 1082 |
|
|
2021
Q3 | – | Sell |
-2,067
| Closed | -$284K | – | 796 |
|
|
2021
Q2 | $284K | Buy |
2,067
+67
| +3% | +$9.21K | 0.01% | 674 |
|
|
2021
Q1 | $266K | Buy |
2,000
+225
| +13% | +$29.9K | 0.02% | 651 |
|
|
2020
Q4 | $287K | Sell |
1,775
-1,880
| -51% | -$304K | 0.02% | 546 |
|
|
2020
Q3 | $237K | Buy |
+3,655
| New | +$237K | 0.09% | 197 |
|