Edgestream Partners’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $610K | Sell |
2,648
-11,533
| -81% | -$2.66M | 0.02% | 707 |
|
2025
Q1 | $3.12M | Sell |
14,181
-2,315
| -14% | -$509K | 0.11% | 369 |
|
2024
Q4 | $4.07M | Buy |
+16,496
| New | +$4.07M | 0.17% | 212 |
|
2024
Q3 | – | Sell |
-10,784
| Closed | -$2.64M | – | 833 |
|
2024
Q2 | $2.64M | Buy |
+10,784
| New | +$2.64M | 0.13% | 261 |
|
2024
Q1 | – | Sell |
-17,717
| Closed | -$3.07M | – | 800 |
|
2023
Q4 | $3.07M | Buy |
+17,717
| New | +$3.07M | 0.22% | 134 |
|