Stonebridge Capital Advisors’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 |
-12
| Closed | -$547 | – | 251 |
|
|
2023
Q3 | $547 | Hold |
12
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $571 | Hold |
12
| – | – | ﹤0.01% | 887 |
|
|
2023
Q1 | $533 | Hold |
12
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $391 | Hold |
12
| – | – | ﹤0.01% | 915 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 999 |
|
|
2022
Q2 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 852 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 891 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 869 |
|