JWA
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JFS Wealth Advisors’s AppFolio APPF Stock Holding History

JFS Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$922 Hold
4
– – ﹤0.01% 1590
2025
Q1 		$880 Hold
4
– – ﹤0.01% 1668
2024
Q4 		$987 Buy
4
+2
+100% +$494 ﹤0.01% 1676
2024
Q3 		$471 Buy
+2
New +$471 ﹤0.01% 1804