Brighton Jones LLC’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,805
Closed -$1.42M 585
2024
Q2
$1.42M Buy
5,805
+49
+0.9% +$12K 0.05% 184
2024
Q1
$1.42M Buy
5,756
+101
+2% +$24.9K 0.05% 180
2023
Q4
$980K Buy
5,655
+3
+0.1% +$520 0.04% 208
2023
Q3
$1.03M Hold
5,652
0.05% 176
2023
Q2
$973K Sell
5,652
-80
-1% -$13.8K 0.05% 193
2023
Q1
$714K Buy
+5,732
New +$714K 0.04% 224