Paloma Partners’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 |
-12,366
| Closed | -$3.02M | – | 860 |
|
2024
Q2 | $3.02M | Buy |
12,366
+11,005
| +809% | +$2.69M | 0.09% | 109 |
|
2024
Q1 | $336K | Buy |
+1,361
| New | +$336K | 0.02% | 268 |
|
2020
Q4 | – | Sell |
-6,664
| Closed | -$945K | – | 1402 |
|
2020
Q3 | $945K | Buy |
+6,664
| New | +$945K | 0.02% | 669 |
|