Asset Dedication LLC’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.3K Hold
23
﹤0.01% 917
2025
Q1
$5.06K Sell
23
-61
-73% -$13.4K ﹤0.01% 855
2024
Q4
$20.7K Hold
84
﹤0.01% 641
2024
Q3
$19.8K Buy
84
+59
+236% +$13.9K ﹤0.01% 693
2024
Q2
$6.12K Buy
+25
New +$6.12K ﹤0.01% 893