WWM
Wagner Wealth Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-260
| Closed | -$11K | – | 259 |
|
|
2022
Q3 | $11K | Hold |
260
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $12K | Buy |
+260
| New | +$12K | 0.01% | 409 |
|
|
2022
Q1 | – | Sell |
-260
| Closed | -$17K | – | 227 |
|
|
2021
Q4 | $17K | Hold |
260
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $26K | Hold |
260
| – | – | 0.02% | 338 |
|
|
2021
Q2 | $36K | Hold |
260
| – | – | 0.03% | 301 |
|
|
2021
Q1 | $35K | Buy |
+260
| New | +$35K | 0.03% | 276 |
|