Channel Wealth’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
16,526
-1,311
| -7% | -$302K | 1.08% | 32 |
|
|
2025
Q1 | $3.92M | Hold |
17,837
| – | – | 1.22% | 27 |
|
|
2024
Q4 | $4.4M | Sell |
17,837
-25
| -0.1% | -$6.17K | 1.43% | 17 |
|
|
2024
Q3 | $4.2M | Buy |
17,862
+2
| +0% | +$471 | 1.39% | 22 |
|
|
2024
Q2 | $4.37M | Hold |
17,860
| – | – | 1.58% | 19 |
|
|
2024
Q1 | $4.41M | Buy |
17,860
+14,122
| +378% | +$3.48M | 1.77% | 14 |
|
|
2023
Q4 | $648K | Buy |
+3,738
| New | +$648K | 0.31% | 75 |
|
|
2023
Q2 | – | Sell |
-1,758
| Closed | -$219K | – | 186 |
|
|
2023
Q1 | $219K | Buy |
+1,758
| New | +$219K | 0.14% | 176 |
|