Wealthspire Advisors (Maryland)’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,322
| Closed | -$990K | – | 490 |
|
|
2020
Q2 | $990K | Sell |
19,322
-2,878
| -13% | -$147K | 0.07% | 161 |
|
|
2020
Q1 | $893K | Sell |
22,200
-4,816
| -18% | -$194K | 0.08% | 149 |
|
|
2019
Q4 | $1.03M | Buy |
+27,016
| New | +$1.03M | 0.07% | 164 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$2K | – | 551 |
|
|
2019
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 2118 |
|
|
2018
Q4 | $1K | Sell |
55
-200
| -78% | -$3.64K | ﹤0.01% | 2215 |
|
|
2018
Q3 | $8K | Sell |
255
-225
| -47% | -$7.06K | ﹤0.01% | 1588 |
|
|
2018
Q2 | $17K | Buy |
480
+300
| +167% | +$10.6K | ﹤0.01% | 1366 |
|
|
2018
Q1 | $5K | Buy |
180
+80
| +80% | +$2.22K | ﹤0.01% | 1787 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1966 |
|