Total Clarity Wealth Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-220
| Closed | -$20K | – | 258 |
|
|
2022
Q2 | $20K | Buy |
+220
| New | +$20K | 0.01% | 546 |
|
|
2022
Q1 | – | Sell |
-220
| Closed | -$27K | – | 249 |
|
|
2021
Q4 | $27K | Hold |
220
| – | – | 0.01% | 507 |
|
|
2021
Q3 | $26K | Buy |
+220
| New | +$26K | 0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-220
| Closed | -$31K | – | 220 |
|
|
2021
Q1 | $31K | Buy |
+220
| New | +$31K | 0.02% | 393 |
|