Atria Investments’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $882K | Buy |
3,830
+178
| +5% | +$41K | 0.01% | 1100 |
|
2025
Q1 | $803K | Buy |
3,652
+2,596
| +246% | +$571K | 0.01% | 1103 |
|
2024
Q4 | $261K | Buy |
1,056
+134
| +15% | +$33.1K | ﹤0.01% | 1662 |
|
2024
Q3 | $217K | Sell |
922
-22
| -2% | -$5.18K | ﹤0.01% | 1789 |
|
2024
Q2 | $231K | Buy |
+944
| New | +$231K | ﹤0.01% | 1738 |
|