Rockingstone Advisors’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 |
-43,891
| Closed | -$1.65M | – | 104 |
|
|
2023
Q4 | $1.65M | Sell |
43,891
-1,785
| -4% | -$67.2K | 0.93% | 41 |
|
|
2023
Q3 | $2.08M | Buy |
45,676
+345
| +0.8% | +$15.7K | 1.15% | 31 |
|
|
2023
Q2 | $2.16M | Buy |
45,331
+1,475
| +3% | +$70.2K | 1.22% | 26 |
|
|
2023
Q1 | $1.95M | Buy |
43,856
+10,651
| +32% | +$473K | 1.19% | 31 |
|
|
2022
Q4 | $1.08M | Buy |
+33,205
| New | +$1.08M | 0.81% | 52 |
|