Total Clarity 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
Q3 | – | Sell |
-1,573
| Closed | -$74K | – | 259 |
|
|
2022
Q2 | $74K | Buy |
+1,573
| New | +$74K | 0.04% | 354 |
|
|
2022
Q1 | – | Sell |
-1,873
| Closed | -$122K | – | 250 |
|
|
2021
Q4 | $122K | Buy |
1,873
+163
| +10% | +$10.6K | 0.06% | 286 |
|
|
2021
Q3 | $158K | Hold |
1,710
| – | – | 0.08% | 241 |
|
|
2021
Q2 | $236K | Buy |
1,710
+75
| +5% | +$10.4K | 0.13% | 188 |
|
|
2021
Q1 | $217K | Sell |
1,635
-4,910
| -75% | -$652K | 0.12% | 167 |
|
|
2020
Q4 | $1.06M | Sell |
6,545
-100
| -2% | -$16.2K | 0.74% | 37 |
|
|
2020
Q3 | $430K | Buy |
6,645
+300
| +5% | +$19.4K | 0.38% | 79 |
|
|
2020
Q2 | $325K | Buy |
6,345
+20
| +0.3% | +$1.02K | 0.3% | 93 |
|
|
2020
Q1 | $254K | Buy |
6,325
+675
| +12% | +$27.1K | 0.39% | 84 |
|
|
2019
Q4 | $216K | Buy |
+5,650
| New | +$216K | 0.16% | 117 |
|