NewEdge Advisors’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 |
-903
| Closed | -$221K | – | 3816 |
|
|
2024
Q2 | $221K | Buy |
+903
| New | +$221K | ﹤0.01% | 1864 |
|
|
2024
Q1 | – | Sell |
-36
| Closed | -$6.24K | – | 3820 |
|
|
2023
Q4 | $6.24K | Buy |
+36
| New | +$6.24K | ﹤0.01% | 3046 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$105 | – | 3445 |
|
|
2022
Q4 | $105 | Buy |
+1
| New | +$105 | ﹤0.01% | 3367 |
|