Mackay Shields LLC’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,300
| Closed | -$325K | – | 746 |
|
2021
Q1 | $325K | Sell |
2,300
-400
| -15% | -$56.5K | ﹤0.01% | 1312 |
|
2020
Q4 | $486K | Sell |
2,700
-5,400
| -67% | -$972K | ﹤0.01% | 1257 |
|
2020
Q3 | $1.15M | Buy |
8,100
+1,900
| +31% | +$270K | 0.01% | 989 |
|
2020
Q2 | $1.01M | Sell |
6,200
-3,800
| -38% | -$618K | 0.01% | 1013 |
|
2020
Q1 | $1.11M | Buy |
+10,000
| New | +$1.11M | 0.01% | 914 |
|
2019
Q3 | – | Sell |
-8,192
| Closed | -$838K | – | 1398 |
|
2019
Q2 | $838K | Buy |
8,192
+4,792
| +141% | +$490K | 0.01% | 1170 |
|
2019
Q1 | $270K | Hold |
3,400
| – | – | ﹤0.01% | 1298 |
|
2018
Q4 | $201K | Sell |
3,400
-11,600
| -77% | -$686K | ﹤0.01% | 1312 |
|
2018
Q3 | $1.18M | Buy |
15,000
+8,700
| +138% | +$682K | 0.01% | 840 |
|
2018
Q2 | $385K | Sell |
6,300
-37,500
| -86% | -$2.29M | ﹤0.01% | 1137 |
|
2018
Q1 | $1.79M | Buy |
+43,800
| New | +$1.79M | 0.01% | 816 |
|