EverSource Wealth Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6K | Sell |
33
-45
| -58% | -$10.4K | ﹤0.01% | 2967 |
|
|
2025
Q1 | $17.2K | Sell |
78
-144
| -65% | -$31.7K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $54.8K | Buy |
222
+208
| +1,486% | +$51.3K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $3.3K | Sell |
14
-4
| -22% | -$942 | ﹤0.01% | 2385 |
|
|
2024
Q2 | $3.99K | Buy |
18
+13
| +260% | +$2.88K | ﹤0.01% | 2296 |
|
|
2024
Q1 | $1.13K | Buy |
+5
| New | +$1.13K | ﹤0.01% | 2544 |
|