Salem Investment Counselors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$913 | – | 1111 |
|
|
2023
Q3 | $913 | Sell |
20
-25
| -56% | -$1.14K | ﹤0.01% | 1025 |
|
|
2023
Q2 | $2.14K | Buy |
45
+25
| +125% | +$1.19K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $888 | Hold |
20
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $651 | Hold |
20
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 978 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 954 |
|
|
2021
Q2 | – | Sell |
-1,230
| Closed | -$164K | – | 897 |
|
|
2021
Q1 | $164K | Sell |
1,230
-135
| -10% | -$18K | 0.01% | 306 |
|
|
2020
Q4 | $221K | Buy |
+1,365
| New | +$221K | 0.01% | 265 |
|