Tocqueville Asset Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,900
| Closed | -$233K | – | 729 |
|
|
2019
Q3 | $233K | Buy |
+4,900
| New | +$233K | ﹤0.01% | 696 |
|
|
2018
Q4 | – | Sell |
-8,900
| Closed | -$295K | – | 750 |
|
|
2018
Q3 | $295K | Buy |
8,900
+1,350
| +18% | +$44.7K | ﹤0.01% | 697 |
|
|
2018
Q2 | $273K | Buy |
+7,550
| New | +$273K | ﹤0.01% | 710 |
|