Stratos Wealth Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,794
| Closed | -$258K | – | 542 |
|
|
2021
Q3 | $258K | Buy |
2,794
+33
| +1% | +$3.05K | 0.02% | 444 |
|
|
2021
Q2 | $380K | Buy |
2,761
+4
| +0.1% | +$551 | 0.03% | 401 |
|
|
2021
Q1 | $367K | Buy |
2,757
+167
| +6% | +$22.2K | 0.04% | 359 |
|
|
2020
Q4 | $420K | Buy |
+2,590
| New | +$420K | 0.06% | 271 |
|