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Sax Wealth Advisors’s AppFolio APPF Stock Holding History

Sax Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,002
Closed -$247K – 363
2024
Q4 		$247K Sell
1,002
-197
-16% -$48.6K 0.02% 292
2024
Q3 		$282K Buy
1,199
+164
+16% +$38.6K 0.03% 227
2024
Q2 		$253K Buy
+1,035
New +$253K 0.02% 231