CI
Cavalier Investments’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,479
| Closed | -$2.7M | – | 76 |
|
|
2024
Q3 | $2.7M | Buy |
11,479
+690
| +6% | +$162K | 0.83% | 34 |
|
|
2024
Q2 | $2.64M | Buy |
10,789
+310
| +3% | +$75.8K | 0.81% | 33 |
|
|
2024
Q1 | $2.59M | Buy |
10,479
+561
| +6% | +$138K | 0.94% | 28 |
|
|
2023
Q4 | $1.72M | Buy |
9,918
+240
| +2% | +$41.6K | 0.63% | 46 |
|
|
2023
Q3 | $1.77M | Buy |
9,678
+350
| +4% | +$63.9K | 0.69% | 41 |
|
|
2023
Q2 | $1.61M | Buy |
+9,328
| New | +$1.61M | 0.58% | 50 |
|
|
2020
Q2 | – | Sell |
-9,600
| Closed | -$1.07M | – | 72 |
|
|
2020
Q1 | $1.07M | Hold |
9,600
| – | – | 0.63% | 38 |
|
|
2019
Q4 | $1.06M | Hold |
9,600
| – | – | 0.46% | 55 |
|
|
2019
Q3 | $913K | Hold |
9,600
| – | – | 0.39% | 59 |
|
|
2019
Q2 | $982K | Sell |
9,600
-9,600
| -50% | -$982K | 0.41% | 59 |
|
|
2019
Q1 | $1.52M | Hold |
19,200
| – | – | 0.63% | 47 |
|
|
2018
Q4 | $1.14M | Hold |
19,200
| – | – | 0.37% | 52 |
|
|
2018
Q3 | $1.51M | Hold |
19,200
| – | – | 0.44% | 58 |
|
|
2018
Q2 | $1.17M | Buy |
19,200
+6,900
| +56% | +$422K | 0.4% | 57 |
|
|
2018
Q1 | $502K | Hold |
12,300
| – | – | 0.18% | 94 |
|
|
2017
Q4 | $510K | Hold |
12,300
| – | – | 0.2% | 86 |
|
|
2017
Q3 | $590K | Buy |
+12,300
| New | +$590K | 0.28% | 69 |
|