Nisa Investment Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
9,370
+3,621
| +63% | +$834K | 0.01% | 616 |
|
|
2025
Q1 | $1.26M | Buy |
5,749
+5,133
| +833% | +$1.13M | 0.01% | 763 |
|
|
2024
Q4 | $152K | Buy |
616
+65
| +12% | +$16K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $130K | Sell |
551
-139
| -20% | -$32.7K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $169K | Buy |
690
+6
| +0.9% | +$1.47K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $169K | Buy |
684
+18
| +3% | +$4.44K | ﹤0.01% | 1340 |
|
|
2023
Q4 | $115K | Hold |
666
| – | – | ﹤0.01% | 1405 |
|
|
2023
Q3 | $122K | Hold |
666
| – | – | ﹤0.01% | 1444 |
|
|
2023
Q2 | $115K | Sell |
666
-170
| -20% | -$29.3K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $104K | Hold |
836
| – | – | ﹤0.01% | 1491 |
|
|
2022
Q4 | $88K | Hold |
836
| – | – | ﹤0.01% | 1590 |
|
|
2022
Q3 | $105K | Buy |
836
+14
| +2% | +$1.76K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $75K | Buy |
822
+440
| +115% | +$40.1K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $43K | Sell |
382
-158
| -29% | -$17.8K | ﹤0.01% | 1881 |
|
|
2021
Q4 | $62K | Buy |
540
+340
| +170% | +$39K | ﹤0.01% | 1661 |
|
|
2021
Q3 | $24 | Hold |
200
| – | – | ﹤0.01% | 2046 |
|
|
2021
Q2 | $28 | Sell |
200
-500
| -71% | -$70 | ﹤0.01% | 2058 |
|
|
2021
Q1 | $99 | Hold |
700
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q4 | $126K | Buy |
700
+300
| +75% | +$54K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $57K | Buy |
+400
| New | +$57K | ﹤0.01% | 1751 |
|
|
2018
Q4 | – | Sell |
-25,076
| Closed | -$1.97M | – | 1954 |
|
|
2018
Q3 | $1.97M | Buy |
+25,076
| New | +$1.97M | 0.02% | 669 |
|