Private Advisor Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-853
| Closed | -$201K | – | 2258 |
|
|
2024
Q3 | $201K | Sell |
853
-946
| -53% | -$223K | ﹤0.01% | 2220 |
|
|
2024
Q2 | $440K | Sell |
1,799
-310
| -15% | -$75.8K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $520K | Buy |
2,109
+9
| +0.4% | +$2.22K | ﹤0.01% | 1491 |
|
|
2023
Q4 | $364K | Buy |
2,100
+348
| +20% | +$60.3K | ﹤0.01% | 1663 |
|
|
2023
Q3 | $320K | Hold |
1,752
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q2 | $302K | Hold |
1,752
| – | – | ﹤0.01% | 1627 |
|
|
2023
Q1 | $218K | Buy |
+1,752
| New | +$218K | ﹤0.01% | 1748 |
|
|
2022
Q2 | – | Sell |
-1,814
| Closed | -$205K | – | 2116 |
|
|
2022
Q1 | $205K | Hold |
1,814
| – | – | ﹤0.01% | 1877 |
|
|
2021
Q4 | $220K | Hold |
1,814
| – | – | ﹤0.01% | 1882 |
|
|
2021
Q3 | $218K | Hold |
1,814
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q2 | $256K | Hold |
1,814
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q1 | $257K | Hold |
1,814
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q4 | $327K | Hold |
1,814
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q3 | $257K | Hold |
1,814
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q2 | $295K | Hold |
1,814
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q1 | $201K | Buy |
+1,814
| New | +$201K | ﹤0.01% | 1231 |
|