Valeo Financial Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-280
| Closed | -$40K | – | 530 |
|
|
2021
Q1 | $40K | Sell |
280
-41
| -13% | -$5.86K | ﹤0.01% | 909 |
|
|
2020
Q4 | $58K | Hold |
321
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $46K | Hold |
321
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $52K | Buy |
321
+113
| +54% | +$18.3K | ﹤0.01% | 675 |
|
|
2020
Q1 | $21K | Sell |
208
-28
| -12% | -$2.83K | ﹤0.01% | 843 |
|
|
2019
Q4 | $26K | Buy |
236
+83
| +54% | +$9.14K | ﹤0.01% | 844 |
|
|
2019
Q3 | $15K | Buy |
153
+86
| +128% | +$8.43K | ﹤0.01% | 905 |
|
|
2019
Q2 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 1100 |
|