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Seven Post Investment Office’s Appian APPN Stock Holding History

Seven Post Investment Office’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,200
Closed -$204K – 49
2021
Q3 		$204K Hold
2,200
– – 0.06% 47
2021
Q2 		$303K Hold
2,200
– – 0.09% 42
2021
Q1 		$292K Hold
2,200
– – 0.1% 35
2020
Q4 		$357K Buy
+2,200
New +$357K 0.15% 30