Cresset Asset Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,218
| Closed | -$287K | – | 1672 |
|
|
2024
Q3 | $287K | Buy |
1,218
+263
| +28% | +$61.9K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $234K | Buy |
955
+62
| +7% | +$15.2K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $220K | Buy |
+893
| New | +$220K | ﹤0.01% | 1707 |
|
|
2023
Q4 | – | Sell |
-1,116
| Closed | -$204K | – | 1789 |
|
|
2023
Q3 | $204K | Buy |
+1,116
| New | +$204K | ﹤0.01% | 1575 |
|