Toth Financial Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$22.8K | – | 724 |
|
|
2023
Q3 | $22.8K | Sell |
500
-10
| -2% | -$456 | ﹤0.01% | 352 |
|
|
2023
Q2 | $24.3K | Buy |
510
+10
| +2% | +$476 | ﹤0.01% | 364 |
|
|
2023
Q1 | $22.2K | Hold |
500
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $16.3K | Sell |
500
-13
| -3% | -$423 | ﹤0.01% | 396 |
|
|
2022
Q3 | $21K | Sell |
513
-20
| -4% | -$819 | ﹤0.01% | 367 |
|
|
2022
Q2 | $25K | Buy |
533
+18
| +3% | +$844 | ﹤0.01% | 341 |
|
|
2022
Q1 | $31K | Hold |
515
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $34K | Hold |
515
| – | – | ﹤0.01% | 329 |
|
|
2021
Q3 | $48K | Buy |
515
+15
| +3% | +$1.4K | 0.01% | 314 |
|
|
2021
Q2 | $69K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $66K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $81K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $32K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 261 |
|