Rockbridge Investment Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140
| Closed | -$5.27K | – | 152 |
|
|
2023
Q4 | $5.27K | Buy |
+140
| New | +$5.27K | ﹤0.01% | 467 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$2.37K | – | 129 |
|
|
2022
Q2 | $2.37K | Sell |
50
-188
| -79% | -$8.9K | ﹤0.01% | 522 |
|
|
2022
Q1 | $14.5K | Sell |
238
-7
| -3% | -$427 | ﹤0.01% | 454 |
|
|
2021
Q4 | $16K | Sell |
245
-20
| -8% | -$1.31K | ﹤0.01% | 503 |
|
|
2021
Q3 | $25K | Sell |
265
-88
| -25% | -$8.3K | ﹤0.01% | 413 |
|
|
2021
Q2 | $49K | Buy |
353
+121
| +52% | +$16.8K | 0.01% | 313 |
|
|
2021
Q1 | $31K | Sell |
232
-4
| -2% | -$534 | 0.01% | 352 |
|
|
2020
Q4 | $38K | Sell |
236
-44
| -16% | -$7.09K | 0.01% | 321 |
|
|
2020
Q3 | $18K | Buy |
280
+87
| +45% | +$5.59K | ﹤0.01% | 397 |
|
|
2020
Q2 | $10K | Buy |
+193
| New | +$10K | ﹤0.01% | 420 |
|