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True Wealth Design’s AppFolio APPF Stock Holding History

True Wealth Design’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$691 Sell
3
-187
-98% -$43.1K ﹤0.01% 1609
2025
Q1 		$41.8K Sell
190
-362
-66% -$79.6K 0.02% 222
2024
Q4 		$136K Buy
552
+216
+64% +$53.3K 0.05% 43
2024
Q3 		$79.1K Buy
+336
New +$79.1K 0.03% 77