Tradewinds Capital Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85
| Closed | -$2.9K | – | 671 |
|
|
2024
Q3 | $2.9K | Hold |
85
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $2.62K | Hold |
85
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $3.4K | Hold |
85
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $3.2K | Hold |
85
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $3.88K | Hold |
85
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $4.05K | Sell |
85
-5
| -6% | -$238 | ﹤0.01% | 294 |
|
|
2023
Q1 | $4K | Buy |
90
+5
| +6% | +$222 | ﹤0.01% | 297 |
|
|
2022
Q4 | $2.77K | Hold |
85
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 279 |
|
|
2022
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 556 |
|
|
2021
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $11K | Buy |
85
+35
| +70% | +$4.53K | ﹤0.01% | 434 |
|
|
2020
Q4 | $8K | Sell |
50
-50
| -50% | -$8K | ﹤0.01% | 449 |
|
|
2020
Q3 | $6K | Sell |
100
-200
| -67% | -$12K | ﹤0.01% | 453 |
|
|
2020
Q2 | $15K | Buy |
300
+100
| +50% | +$5K | ﹤0.01% | 323 |
|
|
2020
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 380 |
|