Duality Advisers’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,731
| Closed | -$288K | – | 549 |
|
2022
Q4 | $288K | Buy |
+2,731
| New | +$288K | 0.03% | 526 |
|
2021
Q4 | – | Sell |
-13,167
| Closed | -$1.59M | – | 489 |
|
2021
Q3 | $1.59M | Buy |
13,167
+7,529
| +134% | +$906K | 0.12% | 280 |
|
2021
Q2 | $796K | Buy |
+5,638
| New | +$796K | 0.07% | 369 |
|
2020
Q4 | – | Sell |
-9,790
| Closed | -$1.39M | – | 547 |
|
2020
Q3 | $1.39M | Buy |
+9,790
| New | +$1.39M | 0.09% | 294 |
|