AWM
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Axxcess Wealth Management’s AppFolio APPF Stock Holding History

Axxcess Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-863
Closed -$203K – 855
2024
Q3 		$203K Buy
863
+23
+3% +$5.41K 0.01% 837
2024
Q2 		$205K Hold
840
– – 0.01% 789
2024
Q1 		$207K Buy
+840
New +$207K 0.01% 808