Glenmede Trust’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,235
Closed -$547K 1387
2024
Q2
$547K Sell
2,235
-89
-4% -$21.8K ﹤0.01% 877
2024
Q1
$573K Buy
+2,324
New +$573K ﹤0.01% 885
2022
Q1
Sell
-9,121
Closed -$1.1M 1321
2021
Q4
$1.1M Buy
9,121
+846
+10% +$102K 0.01% 712
2021
Q3
$996K Buy
8,275
+562
+7% +$67.6K 0.01% 706
2021
Q2
$1.09M Buy
7,713
+1,247
+19% +$176K 0.01% 680
2021
Q1
$914K Buy
6,466
+1,285
+25% +$182K ﹤0.01% 706
2020
Q4
$932K Buy
5,181
+1,794
+53% +$323K 0.01% 681
2020
Q3
$480K Buy
3,387
+996
+42% +$141K ﹤0.01% 795
2020
Q2
$389K Buy
+2,391
New +$389K ﹤0.01% 828