Sugarloaf Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 790 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 728 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 710 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $2 | Hold |
13
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 621 |
|