Plato Investment Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-86
| Closed | -$21.3K | – | 533 |
|
|
2024
Q4 | $21.3K | Hold |
86
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $20.2K | Hold |
86
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $21K | Hold |
86
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $21.2K | Hold |
86
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $14.9K | Buy |
+86
| New | +$14.9K | 0.02% | 339 |
|