Berman Capital Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 1464 |
|
|
2021
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 1329 |
|
|
2021
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 1250 |
|
|
2020
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 1070 |
|
|
2020
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q2 | $5K | Buy |
36
+5
| +16% | +$694 | ﹤0.01% | 965 |
|
|
2020
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 1068 |
|
|
2019
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 945 |
|