FDx Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,153
| Closed | -$227K | – | 752 |
|
|
2023
Q1 | $227K | Hold |
2,153
| – | – | 0.01% | 675 |
|
|
2022
Q4 | $227K | Buy |
2,153
+69
| +3% | +$7.28K | 0.01% | 675 |
|
|
2022
Q3 | $218K | Sell |
2,084
-431
| -17% | -$45.1K | 0.01% | 658 |
|
|
2022
Q2 | $228K | Sell |
2,515
-1,048
| -29% | -$95K | 0.01% | 729 |
|
|
2022
Q1 | $403K | Buy |
3,563
+1,103
| +45% | +$125K | 0.01% | 562 |
|
|
2021
Q4 | $298K | Buy |
+2,460
| New | +$298K | 0.01% | 696 |
|