Bogart Wealth LLC’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.45K | Hold |
15
| – | – | ﹤0.01% | 1010 |
|
2025
Q1 | $3.3K | Hold |
15
| – | – | ﹤0.01% | 978 |
|
2024
Q4 | $3.7K | Hold |
15
| – | – | ﹤0.01% | 951 |
|
2024
Q3 | $3.53K | Hold |
15
| – | – | ﹤0.01% | 893 |
|
2024
Q2 | $3.67K | Hold |
15
| – | – | ﹤0.01% | 845 |
|
2024
Q1 | $3.7K | Hold |
15
| – | – | ﹤0.01% | 823 |
|
2023
Q4 | $2.6K | Hold |
15
| – | – | ﹤0.01% | 864 |
|
2023
Q3 | $2.74K | Hold |
15
| – | – | ﹤0.01% | 840 |
|
2023
Q2 | $2.58K | Hold |
15
| – | – | ﹤0.01% | 850 |
|
2023
Q1 | $1.87K | Buy |
+15
| New | +$1.87K | ﹤0.01% | 914 |
|