Wealthspire Advisors (Maryland)’s Appian APPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$990K Sell
2020
Q1
$893K Sell
2019
Q4
$1.03M Buy
2019
Q2
Sell
2019
Q1
$2K Hold
2018
Q4
$1K Sell
2018
Q3
$8K Sell
2018
Q2
$17K Buy
2018
Q1
$5K Buy
2017
Q4
$3K Buy