BWM
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Baystate Wealth Management’s AppFolio APPF Stock Holding History

Baystate Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$3.44K – 1032
2023
Q2 		$3.44K Hold
20
– – ﹤0.01% 765
2023
Q1 		$2.49K Buy
+20
New +$2.49K ﹤0.01% 797
2022
Q3 		– Hold
0
– – – 889
2022
Q2 		– Hold
0
– – – 904