CIA
Cascade Investment Advisors’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-295
| Closed | -$26.7K | – | 110 |
|
|
2022
Q2 | $26.7K | Hold |
295
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $33.4K | Sell |
295
-60
| -17% | -$6.79K | 0.02% | 184 |
|
|
2021
Q4 | $43K | Hold |
355
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $42.7K | Sell |
355
-65
| -15% | -$7.83K | 0.03% | 166 |
|
|
2021
Q2 | $59.3K | Buy |
420
+185
| +79% | +$26.1K | 0.04% | 150 |
|
|
2021
Q1 | $33.2K | Buy |
235
+160
| +213% | +$22.6K | 0.02% | 179 |
|
|
2020
Q4 | $13.5K | Buy |
75
+25
| +50% | +$4.5K | 0.01% | 217 |
|
|
2020
Q3 | $7.09K | Hold |
50
| – | – | 0.01% | 233 |
|
|
2020
Q2 | $8.14K | Buy |
+50
| New | +$8.14K | 0.01% | 224 |
|