TCI Wealth Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$755 | – | 332 |
|
|
2023
Q1 | $755 | Sell |
17
-90
| -84% | -$4K | ﹤0.01% | 2148 |
|
|
2022
Q4 | $3.48K | Sell |
107
-288
| -73% | -$9.38K | ﹤0.01% | 1766 |
|
|
2022
Q3 | $16K | Buy |
395
+39
| +11% | +$1.58K | ﹤0.01% | 750 |
|
|
2022
Q2 | $17K | Sell |
356
-57
| -14% | -$2.72K | ﹤0.01% | 697 |
|
|
2022
Q1 | $25K | Buy |
413
+20
| +5% | +$1.21K | ﹤0.01% | 593 |
|
|
2021
Q4 | $26K | Buy |
393
+62
| +19% | +$4.1K | ﹤0.01% | 588 |
|
|
2021
Q3 | $31K | Buy |
331
+76
| +30% | +$7.12K | ﹤0.01% | 520 |
|
|
2021
Q2 | $35K | Sell |
255
-23
| -8% | -$3.16K | 0.01% | 454 |
|
|
2021
Q1 | $37K | Buy |
278
+88
| +46% | +$11.7K | 0.02% | 405 |
|
|
2020
Q4 | $31K | Hold |
190
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $12K | Buy |
190
+175
| +1,167% | +$11.1K | ﹤0.01% | 518 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q1 | $1K | Buy |
15
+10
| +200% | +$667 | ﹤0.01% | 1168 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q3 | $0 | Sell |
5
-3
| -38% | – | ﹤0.01% | 1482 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1399 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1424 |
|