Western Wealth Management’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,460
| Closed | -$221K | – | 617 |
|
|
2022
Q3 | $221K | Sell |
5,460
-20
| -0.4% | -$810 | 0.01% | 722 |
|
|
2022
Q2 | $262K | Sell |
5,480
-130
| -2% | -$6.22K | 0.02% | 651 |
|
|
2022
Q1 | $342K | Buy |
5,610
+2,400
| +75% | +$146K | 0.02% | 630 |
|
|
2021
Q4 | $210K | Buy |
+3,210
| New | +$210K | 0.02% | 574 |
|
|
2021
Q2 | $452K | Sell |
3,285
-18
| -0.5% | -$2.48K | 0.05% | 377 |
|
|
2021
Q1 | $439K | Buy |
3,303
+166
| +5% | +$22.1K | 0.06% | 314 |
|
|
2020
Q4 | $508K | Sell |
3,137
-1
| -0% | -$162 | 0.07% | 251 |
|
|
2020
Q3 | $203K | Buy |
+3,138
| New | +$203K | 0.03% | 411 |
|