Lido Advisors
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Lido Advisors’s AppFolio APPF Stock Holding History

Lido 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
2024
Q2 		– Sell
-6,852
Closed -$1.69M – 1218
2024
Q1 		$1.69M Buy
+6,852
New +$1.69M 0.01% 442
2023
Q4 		– Sell
-1,883
Closed -$344K – 1164
2023
Q3 		$344K Buy
+1,883
New +$344K ﹤0.01% 785