TWA
TCI Wealth Advisors’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$5.35K | – | 331 |
|
|
2023
Q1 | $5.35K | Hold |
43
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q4 | $4.53K | Hold |
43
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 1583 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$6K | – | 2212 |
|
|
2021
Q4 | $6K | Buy |
50
+21
| +72% | +$2.52K | ﹤0.01% | 1494 |
|
|
2021
Q3 | $3K | Sell |
29
-21
| -42% | -$2.17K | ﹤0.01% | 1881 |
|
|
2021
Q2 | $7K | Buy |
50
+22
| +79% | +$3.08K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1319 |
|