Mackenzie Financial’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,108
| Closed | -$271K | – | 1579 |
|
|
2024
Q2 | $271K | Hold |
1,108
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q1 | $273K | Sell |
1,108
-278
| -20% | -$68.6K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $240K | Sell |
1,386
-8,539
| -86% | -$1.48M | ﹤0.01% | 1251 |
|
|
2023
Q3 | $1.8M | Buy |
9,925
+2,220
| +29% | +$402K | ﹤0.01% | 734 |
|
|
2023
Q2 | $1.33M | Hold |
7,705
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $959K | Buy |
7,705
+2,232
| +41% | +$278K | ﹤0.01% | 871 |
|
|
2022
Q4 | $577K | Buy |
+5,473
| New | +$577K | ﹤0.01% | 886 |
|