NBC Securities’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 |
-2,094
| Closed | -$512K | – | 2121 |
|
|
2024
Q2 | $512K | Sell |
2,094
-609
| -23% | -$149K | 0.05% | 426 |
|
|
2024
Q1 | $666K | Sell |
2,703
-176
| -6% | -$43.4K | 0.06% | 356 |
|
|
2023
Q4 | $498K | Sell |
2,879
-547
| -16% | -$94.6K | 0.05% | 414 |
|
|
2023
Q3 | $625K | Buy |
+3,426
| New | +$625K | 0.07% | 315 |
|