DC Investments Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,323
| Closed | -$820K | – | 114 |
|
2024
Q4 | $820K | Hold |
3,323
| – | – | 0.53% | 44 |
|
2024
Q3 | $782K | Hold |
3,323
| – | – | 0.55% | 46 |
|
2024
Q2 | $813K | Hold |
3,323
| – | – | 0.69% | 41 |
|
2024
Q1 | $820K | Hold |
3,323
| – | – | 0.66% | 43 |
|
2023
Q4 | $576K | Hold |
3,323
| – | – | 0.58% | 36 |
|
2023
Q3 | $607K | Hold |
3,323
| – | – | 0.76% | 34 |
|
2023
Q2 | $572K | Hold |
3,323
| – | – | 0.66% | 33 |
|
2023
Q1 | $414K | Hold |
3,323
| – | – | 0.49% | 44 |
|
2022
Q4 | $350K | Buy |
3,323
+291
| +10% | +$30.7K | 0.44% | 51 |
|
2022
Q3 | $318K | Hold |
3,032
| – | – | 0.73% | 23 |
|
2022
Q2 | $275K | Buy |
+3,032
| New | +$275K | 0.62% | 29 |
|