J.P. Morgan Private Wealth Advisors’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $913K | Buy |
5,000
+9
| +0.2% | +$1.64K | ﹤0.01% | 1009 |
|
|
2023
Q2 | $859K | Sell |
4,991
-1,375
| -22% | -$237K | ﹤0.01% | 814 |
|
|
2023
Q1 | $792K | Buy |
6,366
+1,981
| +45% | +$247K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $462K | Buy |
+4,385
| New | +$462K | ﹤0.01% | 1501 |
|
|
2022
Q2 | – | Sell |
-2,288
| Closed | -$259K | – | 1920 |
|
|
2022
Q1 | $259K | Sell |
2,288
-250
| -10% | -$28.3K | ﹤0.01% | 1809 |
|
|
2021
Q4 | $307K | Buy |
+2,538
| New | +$307K | ﹤0.01% | 1738 |
|