JP Morgan Private Wealth Advisors’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$913K Buy
2023
Q2
$859K Sell
2023
Q1
$792K Buy
2022
Q4
$462K Buy
2022
Q2
Sell
2022
Q1
$259K Sell
2021
Q4
$307K Buy