DWM
Diversify Wealth Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
1,590
-137
| -8% | -$37.3K | 0.03% | 393 |
|
|
2025
Q1 | $352K | Buy |
1,727
+356
| +26% | +$72.5K | 0.03% | 416 |
|
|
2024
Q4 | $334K | Sell |
1,371
-68
| -5% | -$16.6K | 0.03% | 417 |
|
|
2024
Q3 | $281K | Sell |
1,439
-123
| -8% | -$24K | 0.03% | 411 |
|
|
2024
Q2 | $319K | Buy |
+1,562
| New | +$319K | 0.04% | 348 |
|