MCIA
Mountain Capital Investment Advisors’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,038
| Closed | -$749K | – | 91 |
|
|
2021
Q4 | $749K | Buy |
6,038
+764
| +14% | +$94.8K | 0.34% | 94 |
|
|
2021
Q3 | $678K | Buy |
5,274
+254
| +5% | +$32.7K | 0.36% | 96 |
|
|
2021
Q2 | $671K | Sell |
5,020
-258
| -5% | -$34.5K | 0.31% | 94 |
|
|
2021
Q1 | $760K | Buy |
5,278
+870
| +20% | +$125K | 0.38% | 98 |
|
|
2020
Q4 | $706K | Buy |
+4,408
| New | +$706K | 0.43% | 82 |
|