MWM
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Moran Wealth Management’s AppFolio APPF Stock Holding History

Moran Wealth Management’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
Q4 		– Sell
-40,341
Closed -$9.5M – 414
2024
Q3 		$9.5M Buy
40,341
+858
+2% +$202K 0.29% 107
2024
Q2 		$9.66M Buy
39,483
+3,581
+10% +$876K 0.32% 106
2024
Q1 		$8.86M Buy
+35,902
New +$8.86M 0.29% 118