West Oak Capital’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$2K | – | 324 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 297 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$2K | – | 322 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $1K | Buy |
25
+15
| +150% | +$600 | ﹤0.01% | 272 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 286 |
|