Envestnet Portfolio Solutions’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
5,634
+3,726
| +195% | +$858K | ﹤0.01% | 703 |
|
|
2025
Q1 | $420K | Buy |
+1,908
| New | +$420K | ﹤0.01% | 1128 |
|
|
2024
Q4 | – | Sell |
-1,216
| Closed | -$286K | – | 1725 |
|
|
2024
Q3 | $286K | Hold |
1,216
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q2 | $297K | Sell |
1,216
-30
| -2% | -$7.34K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $307K | Buy |
+1,246
| New | +$307K | ﹤0.01% | 1343 |
|