PWG
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Portside Wealth Group’s AppFolio APPF Stock Holding History

Portside Wealth Group’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$882K Buy
3,828
+307
+9% +$70.7K 0.13% 166
2025
Q1 		$774K Buy
+3,521
New +$774K 0.13% 178