Global Retirement Partners’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.7K | Buy |
+51
| New | +$11.7K | ﹤0.01% | 2535 |
|
2024
Q4 | $11.8K | Sell |
48
-12
| -20% | -$2.96K | ﹤0.01% | 2332 |
|
2024
Q3 | $14.1K | Sell |
60
-29
| -33% | -$6.83K | ﹤0.01% | 2153 |
|
2024
Q2 | $21.8K | Buy |
89
+29
| +48% | +$7.09K | ﹤0.01% | 1941 |
|
2024
Q1 | $14.8K | Hold |
60
| – | – | ﹤0.01% | 1944 |
|
2023
Q4 | $10.5K | Buy |
60
+11
| +22% | +$1.93K | ﹤0.01% | 2055 |
|
2023
Q3 | $9.13K | Hold |
49
| – | – | ﹤0.01% | 1988 |
|
2023
Q2 | $8.44K | Sell |
49
-17
| -26% | -$2.93K | ﹤0.01% | 2024 |
|
2023
Q1 | $9.02K | Buy |
66
+5
| +8% | +$683 | ﹤0.01% | 1955 |
|
2022
Q4 | $6.43K | Buy |
+61
| New | +$6.43K | ﹤0.01% | 1935 |
|