Wealthcare Advisory Partners’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,662
| Closed | -$229K | – | 547 |
|
|
2021
Q2 | $229K | Hold |
1,662
| – | – | 0.02% | 491 |
|
|
2021
Q1 | $221K | Sell |
1,662
-300
| -15% | -$39.9K | 0.02% | 455 |
|
|
2020
Q4 | $318K | Buy |
+1,962
| New | +$318K | 0.03% | 309 |
|
|
2020
Q2 | – | Sell |
-2,662
| Closed | -$107K | – | 374 |
|
|
2020
Q1 | $107K | Buy |
2,662
+2,472
| +1,301% | +$99.4K | 0.02% | 363 |
|
|
2019
Q4 | $7K | Hold |
190
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $9K | Buy |
+190
| New | +$9K | ﹤0.01% | 934 |
|