Belpointe Asset Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,574
| Closed | -$597K | – | 920 |
|
|
2024
Q4 | $597K | Buy |
+2,574
| New | +$597K | 0.04% | 470 |
|
|
2024
Q3 | – | Sell |
-2,839
| Closed | -$694K | – | 933 |
|
|
2024
Q2 | $694K | Buy |
2,839
+1,844
| +185% | +$451K | 0.05% | 371 |
|
|
2024
Q1 | $246K | Buy |
+995
| New | +$246K | 0.02% | 674 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2.11K | – | 3729 |
|
|
2022
Q4 | $2.11K | Buy |
+20
| New | +$2.11K | ﹤0.01% | 3239 |
|