Marquette Asset Management’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,549
| Closed | -$125K | – | 288 |
|
|
2022
Q3 | $125K | Hold |
12,549
| – | – | 0.04% | 90 |
|
|
2022
Q2 | $124K | Hold |
12,549
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $123K | Hold |
12,549
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $122K | Buy |
12,549
+10,600
| +544% | +$103K | 0.03% | 130 |
|
|
2021
Q3 | $19K | Buy |
+1,949
| New | +$19K | ﹤0.01% | 225 |
|