Occudo Quantitative Strategies’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,022
| Closed | -$369K | – | 788 |
|
|
2023
Q3 | $369K | Buy |
2,022
+181
| +10% | +$33.1K | 0.05% | 596 |
|
|
2023
Q2 | $317K | Sell |
1,841
-9,448
| -84% | -$1.63M | 0.03% | 722 |
|
|
2023
Q1 | $1.41M | Buy |
11,289
+13
| +0.1% | +$1.62K | 0.13% | 226 |
|
|
2022
Q4 | $1.19M | Sell |
11,276
-527
| -4% | -$55.5K | 0.14% | 237 |
|
|
2022
Q3 | $1.24M | Buy |
11,803
+3,485
| +42% | +$365K | 0.1% | 322 |
|
|
2022
Q2 | $754K | Buy |
8,318
+821
| +11% | +$74.4K | 0.06% | 476 |
|
|
2022
Q1 | $849K | Hold |
7,497
| – | – | 0.07% | 435 |
|
|
2021
Q4 | $908K | Sell |
7,497
-72
| -1% | -$8.72K | 0.08% | 400 |
|
|
2021
Q3 | $911K | Buy |
+7,569
| New | +$911K | 0.11% | 323 |
|