Equitable Trust’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,949
| Closed | -$623K | – | 393 |
|
|
2022
Q3 | $623K | Sell |
5,949
-487
| -8% | -$51K | 0.05% | 222 |
|
|
2022
Q2 | $583K | Buy |
6,436
+3,147
| +96% | +$285K | 0.04% | 235 |
|
|
2022
Q1 | $372K | Buy |
+3,289
| New | +$372K | 0.02% | 294 |
|
|
2021
Q1 | – | Sell |
-1,530
| Closed | -$275K | – | 354 |
|
|
2020
Q4 | $275K | Hold |
1,530
| – | – | 0.02% | 305 |
|
|
2020
Q3 | $217K | Hold |
1,530
| – | – | 0.02% | 304 |
|
|
2020
Q2 | $249K | Buy |
+1,530
| New | +$249K | 0.02% | 284 |
|