Wealthcare Advisory Partners’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 |
-40
| Closed | -$6K | – | 623 |
|
2021
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 1578 |
|
2020
Q2 | – | Sell |
-40
| Closed | -$4K | – | 373 |
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 1138 |
|
2019
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1127 |
|
2019
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 1094 |
|