ALPS Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $387K | Buy |
1,680
+20
| +1% | +$4.61K | ﹤0.01% | 791 |
|
2025
Q1 | $365K | Buy |
+1,660
| New | +$365K | ﹤0.01% | 697 |
|
2020
Q3 | – | Sell |
-2,445
| Closed | -$398K | – | 818 |
|
2020
Q2 | $398K | Sell |
2,445
-3,347
| -58% | -$545K | 0.01% | 487 |
|
2020
Q1 | $643K | Buy |
+5,792
| New | +$643K | 0.01% | 396 |
|
2019
Q1 | – | Sell |
-5,177
| Closed | -$307K | – | 886 |
|
2018
Q4 | $307K | Sell |
5,177
-494
| -9% | -$29.3K | ﹤0.01% | 789 |
|
2018
Q3 | $445K | Buy |
+5,671
| New | +$445K | ﹤0.01% | 857 |
|