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 |
|