Delap Wealth Advisory’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+876
| New | +$202K | 0.1% | 76 |
|
|
2025
Q1 | – | Sell |
-814
| Closed | -$201K | – | 79 |
|
|
2024
Q4 | $201K | Buy |
+814
| New | +$201K | 0.12% | 74 |
|
|
2024
Q3 | – | Sell |
-1,720
| Closed | -$421K | – | 68 |
|
|
2024
Q2 | $421K | Sell |
1,720
-22,068
| -93% | -$5.4M | 0.19% | 54 |
|
|
2024
Q1 | $5.87M | Sell |
23,788
-7,011
| -23% | -$1.73M | 2.37% | 9 |
|
|
2023
Q4 | $5.34M | Buy |
+30,799
| New | +$5.34M | 2.42% | 12 |
|