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Clearstead Advisors’s AppFolio APPF Stock Holding History

Clearstead Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$56.9K Buy
247
+139
+129% +$32K ﹤0.01% 1244
2025
Q1 		$23.8K Buy
108
+71
+192% +$15.6K ﹤0.01% 1369
2024
Q4 		$9.13K Buy
37
+12
+48% +$2.96K ﹤0.01% 1594
2024
Q3 		$5.89K Hold
25
– – ﹤0.01% 1689
2024
Q2 		$6.12K Buy
+25
New +$6.12K ﹤0.01% 1652