Glassman Wealth Services’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$346 | – | 314 |
|
|
2023
Q4 | $346 | Hold |
2
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q3 | $365 | Hold |
2
| – | – | ﹤0.01% | 1795 |
|
|
2023
Q2 | $344 | Buy |
+2
| New | +$344 | ﹤0.01% | 1710 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 1925 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $0 | Sell |
2
-5
| -71% | – | ﹤0.01% | 1653 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1318 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 1034 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1056 |
|