Valeo Financial Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,210
| Closed | -$499K | – | 496 |
|
|
2022
Q1 | $499K | Sell |
8,210
-21
| -0.3% | -$1.28K | 0.03% | 311 |
|
|
2021
Q4 | $537K | Buy |
8,231
+1,056
| +15% | +$68.9K | 0.03% | 283 |
|
|
2021
Q3 | $664K | Buy |
7,175
+1,000
| +16% | +$92.5K | 0.04% | 233 |
|
|
2021
Q2 | $851K | Buy |
6,175
+663
| +12% | +$91.4K | 0.05% | 173 |
|
|
2021
Q1 | $733K | Buy |
5,512
+3,812
| +224% | +$507K | 0.03% | 209 |
|
|
2020
Q4 | $276K | Sell |
1,700
-710
| -29% | -$115K | 0.01% | 347 |
|
|
2020
Q3 | $156K | Sell |
2,410
-522
| -18% | -$33.8K | 0.01% | 361 |
|
|
2020
Q2 | $150K | Buy |
2,932
+791
| +37% | +$40.5K | 0.01% | 373 |
|
|
2020
Q1 | $79K | Buy |
2,141
+1,185
| +124% | +$43.7K | 0.01% | 466 |
|
|
2019
Q4 | $37K | Buy |
956
+100
| +12% | +$3.87K | ﹤0.01% | 738 |
|
|
2019
Q3 | $41K | Buy |
856
+20
| +2% | +$958 | ﹤0.01% | 658 |
|
|
2019
Q2 | $30K | Buy |
836
+380
| +83% | +$13.6K | ﹤0.01% | 730 |
|
|
2019
Q1 | $16K | Hold |
456
| – | – | ﹤0.01% | 827 |
|
|
2018
Q4 | $12K | Buy |
456
+56
| +14% | +$1.47K | ﹤0.01% | 817 |
|
|
2018
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 945 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | – | – | 1602 |
|
|
2018
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1383 |
|
|
2017
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1169 |
|