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