Focus Partners Wealth
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Focus Partners Wealth’s AppFolio APPF Stock Holding History

Focus Partners Wealth’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,785
Closed -$393K – 2026
2025
Q1 		$393K Sell
1,785
-1,814
-50% -$399K ﹤0.01% 1439
2024
Q4 		$888K Buy
3,599
+1,276
+55% +$315K ﹤0.01% 1084
2024
Q3 		$547K Buy
+2,323
New +$547K ﹤0.01% 1106