Private Wealth Management Group’s AppFolio APPF Stock Holding History

Private Wealth Management Group’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.17K	Hold
2025 Q2	$5.99K	Buy
2025 Q1	$3.96K	Hold
2024 Q4	$4.44K	Buy
2024 Q3	$2.35K	Sell
2024 Q2	$5.87K	Buy
2024 Q1	$2.47K	Hold
2023 Q4	$1.73K	Buy