KCM Investment Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-948
| Closed | -$234K | – | 370 |
|
|
2024
Q1 | $234K | Buy |
+948
| New | +$234K | 0.01% | 352 |
|
|
2023
Q1 | – | Sell |
-2,383
| Closed | -$251K | – | 407 |
|
|
2022
Q4 | $251K | Sell |
2,383
-217
| -8% | -$22.9K | 0.01% | 358 |
|
|
2022
Q3 | $272K | Hold |
2,600
| – | – | 0.01% | 325 |
|
|
2022
Q2 | $236K | Sell |
2,600
-3,200
| -55% | -$290K | 0.01% | 358 |
|
|
2022
Q1 | $657K | Buy |
5,800
+15
| +0.3% | +$1.7K | 0.02% | 247 |
|
|
2021
Q4 | $700K | Hold |
5,785
| – | – | 0.02% | 253 |
|
|
2021
Q3 | $697K | Buy |
+5,785
| New | +$697K | 0.03% | 234 |
|