WKWM
Walter & Keenan Wealth Management’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,600
| Closed | -$367K | – | 152 |
|
|
2021
Q2 | $367K | Hold |
2,600
| – | – | 0.13% | 105 |
|
|
2021
Q1 | $368K | Sell |
2,600
-300
| -10% | -$42.5K | 0.13% | 108 |
|
|
2020
Q4 | $522K | Hold |
2,900
| – | – | 0.19% | 91 |
|
|
2020
Q3 | $411K | Sell |
2,900
-50
| -2% | -$7.09K | 0.16% | 96 |
|
|
2020
Q2 | $480K | Buy |
+2,950
| New | +$480K | 0.19% | 93 |
|
|
2020
Q1 | – | Sell |
-2,950
| Closed | -$324K | – | 116 |
|
|
2019
Q4 | $324K | Hold |
2,950
| – | – | 0.12% | 119 |
|
|
2019
Q3 | $281K | Hold |
2,950
| – | – | 0.11% | 132 |
|
|
2019
Q2 | $302K | Hold |
2,950
| – | – | 0.13% | 118 |
|
|
2019
Q1 | $234K | Buy |
+2,950
| New | +$234K | 0.1% | 142 |
|