United Capital Financial Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,051
| Closed | -$629K | – | 893 |
|
|
2023
Q1 | $629K | Sell |
5,051
-2,290
| -31% | -$285K | ﹤0.01% | 678 |
|
|
2022
Q4 | $774K | Buy |
7,341
+3
| +0% | +$316 | ﹤0.01% | 675 |
|
|
2022
Q3 | $768K | Hold |
7,338
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $665K | Sell |
7,338
-100
| -1% | -$9.06K | ﹤0.01% | 726 |
|
|
2022
Q1 | $842K | Hold |
7,438
| – | – | ﹤0.01% | 703 |
|
|
2021
Q4 | $900K | Hold |
7,438
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $896K | Sell |
7,438
-7
| -0.1% | -$843 | ﹤0.01% | 702 |
|
|
2021
Q2 | $1.05M | Sell |
7,445
-50
| -0.7% | -$7.06K | 0.01% | 683 |
|
|
2021
Q1 | $1.06M | Sell |
7,495
-193
| -3% | -$27.3K | 0.01% | 652 |
|
|
2020
Q4 | $1.38M | Buy |
7,688
+150
| +2% | +$27K | 0.01% | 590 |
|
|
2020
Q3 | $1.07M | Hold |
7,538
| – | – | 0.01% | 641 |
|
|
2020
Q2 | $1.23M | Buy |
7,538
+200
| +3% | +$32.6K | 0.01% | 604 |
|
|
2020
Q1 | $814K | Sell |
7,338
-3,500
| -32% | -$388K | 0.01% | 683 |
|
|
2019
Q4 | $1.19M | Hold |
10,838
| – | – | 0.01% | 718 |
|
|
2019
Q3 | $1.03M | Hold |
10,838
| – | – | 0.01% | 735 |
|
|
2019
Q2 | $1.11M | Hold |
10,838
| – | – | 0.01% | 775 |
|
|
2019
Q1 | $861K | Hold |
10,838
| – | – | 0.01% | 809 |
|
|
2018
Q4 | $642K | Hold |
10,838
| – | – | 0.01% | 831 |
|
|
2018
Q3 | $850K | Buy |
10,838
+2,700
| +33% | +$212K | 0.01% | 825 |
|
|
2018
Q2 | $498K | Buy |
8,138
+17
| +0.2% | +$1.04K | ﹤0.01% | 945 |
|
|
2018
Q1 | $332K | Buy |
+8,121
| New | +$332K | ﹤0.01% | 1059 |
|