United Capital Financial Advisors’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,051	Closed	-$629K	–	895
2023 Q1	$629K	Sell	5,051 -2,290	-31%	-$276K	﹤0.01%	681
2022 Q4	$774K	Buy	7,341 +3	+0%	+$334	﹤0.01%	675
2022 Q3	$768K	Hold	7,338	–	–	﹤0.01%	666
2022 Q2	$665K	Sell	7,338 -100	-1%	-$10.1K	﹤0.01%	726
2022 Q1	$842K	Hold	7,438	–	–	﹤0.01%	706
2021 Q4	$900K	Hold	7,438	–	–	﹤0.01%	700
2021 Q3	$896K	Sell	7,438 -7	-0.1%	-$909	﹤0.01%	703
2021 Q2	$1.05M	Sell	7,445 -50	-0.7%	-$6.94K	0.01%	685
2021 Q1	$1.06M	Sell	7,495 -193	-3%	-$30K	0.01%	653
2020 Q4	$1.38M	Buy	7,688 +150	+2%	+$24K	0.01%	593
2020 Q3	$1.07M	Hold	7,538	–	–	0.01%	643
2020 Q2	$1.23M	Buy	7,538 +200	+3%	+$26.2K	0.01%	608
2020 Q1	$814K	Sell	7,338 -3,500	-32%	-$417K	0.01%	686
2019 Q4	$1.19M	Hold	10,838	–	–	0.01%	722
2019 Q3	$1.03M	Hold	10,838	–	–	0.01%	740
2019 Q2	$1.11M	Hold	10,838	–	–	0.01%	781
2019 Q1	$861K	Hold	10,838	–	–	0.01%	814
2018 Q4	$642K	Hold	10,838	–	–	0.01%	831
2018 Q3	$850K	Buy	10,838 +2,700	+33%	+$204K	0.01%	825
2018 Q2	$498K	Buy	8,138 +17	+0.2%	+$926	﹤0.01%	945
2018 Q1	$332K	Buy	+8,121	New	+$338K	﹤0.01%	1059