SteelPeak Wealth’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,000
| – | – | 0.01% | 449 |
|
|
2025
Q1 | $220K | Sell |
1,000
-6
| -0.6% | -$1.32K | 0.01% | 448 |
|
|
2024
Q4 | $248K | Hold |
1,006
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $237K | Buy |
1,006
+6
| +0.6% | +$1.41K | 0.01% | 409 |
|
|
2024
Q2 | $245K | Hold |
1,000
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $247K | Buy |
+1,000
| New | +$247K | 0.01% | 375 |
|