CWM
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Castle Wealth Management’s AppFolio APPF Stock Holding History

Castle Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-615
Closed -$64K – 135
2022
Q3 		$64K Hold
615
– – 0.04% 187
2022
Q2 		$56K Buy
+615
New +$56K 0.03% 199