Ingalls & Snyder LLC’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,707
Closed -$810K 418
2023
Q2
$810K Sell
4,707
-1,561
-25% -$269K 0.04% 229
2023
Q1
$780K Sell
6,268
-2,750
-30% -$342K 0.04% 223
2022
Q4
$950K Sell
9,018
-12,192
-57% -$1.28M 0.05% 201
2022
Q3
$2.22M Sell
21,210
-4,890
-19% -$512K 0.12% 121
2022
Q2
$2.37M Sell
26,100
-5,573
-18% -$505K 0.12% 128
2022
Q1
$3.59M Sell
31,673
-1,630
-5% -$185K 0.16% 107
2021
Q4
$4.03M Sell
33,303
-218
-0.7% -$26.4K 0.18% 103
2021
Q3
$4.04M Buy
33,521
+7,096
+27% +$854K 0.18% 103
2021
Q2
$3.73M Buy
26,425
+220
+0.8% +$31.1K 0.17% 109
2021
Q1
$3.71M Buy
26,205
+11,980
+84% +$1.69M 0.17% 103
2020
Q4
$2.56M Buy
14,225
+5,565
+64% +$1M 0.13% 130
2020
Q3
$1.23M Buy
8,660
+1,490
+21% +$211K 0.08% 159
2020
Q2
$1.17M Buy
7,170
+513
+8% +$83.5K 0.07% 180
2020
Q1
$739K Sell
6,657
-98
-1% -$10.9K 0.05% 224
2019
Q4
$743K Buy
6,755
+170
+3% +$18.7K 0.04% 222
2019
Q3
$626K Buy
6,585
+86
+1% +$8.18K 0.03% 258
2019
Q2
$665K Hold
6,499
0.03% 255
2019
Q1
$516K Buy
6,499
+247
+4% +$19.6K 0.02% 280
2018
Q4
$370K Buy
6,252
+2,909
+87% +$172K 0.02% 302
2018
Q3
$262K Buy
+3,343
New +$262K 0.01% 363