Ashton Thomas Private Wealth’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $233K | Buy |
+1,010
| New | +$233K | 0.01% | 763 |
|
2025
Q1 | – | Sell |
-953
| Closed | -$235K | – | 788 |
|
2024
Q4 | $235K | Buy |
+953
| New | +$235K | 0.01% | 699 |
|
2024
Q3 | – | Sell |
-871
| Closed | -$213K | – | 685 |
|
2024
Q2 | $213K | Buy |
871
+25
| +3% | +$6.11K | 0.01% | 554 |
|
2024
Q1 | $209K | Buy |
+846
| New | +$209K | 0.01% | 570 |
|
2023
Q3 | – | Sell |
-1,330
| Closed | -$229K | – | 560 |
|
2023
Q2 | $229K | Buy |
+1,330
| New | +$229K | 0.02% | 533 |
|