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