VWA
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V Wealth Advisors’s Appian APPN Stock Holding History

V Wealth Advisors’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,244
Closed -$320K – 180
2020
Q2 		$320K Buy
6,244
+210
+3% +$10.8K 0.08% 255
2020
Q1 		$243K Buy
+6,034
New +$243K 0.08% 257