PWLP
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Prio Wealth Limited Partnership’s AppFolio APPF Stock Holding History

Prio Wealth Limited Partnership’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$235K Hold
1,000
– – 0.01% 249
2024
Q2 		$245K Hold
1,000
– – 0.01% 234
2024
Q1 		$247K Buy
+1,000
New +$247K 0.01% 248