YorkBridge Wealth Partners’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$233K	Sell	2,210 -302	-12%	-$31.8K	0.06%	229
2022 Q3	$263K	Buy	+2,512	New	+$263K	0.07%	222
2022 Q2	–	Sell	-2,773	Closed	-$314K	–	280
2022 Q1	$314K	Buy	2,773 +1,025	+59%	+$116K	0.07%	226
2021 Q4	$212K	Buy	+1,748	New	+$212K	0.05%	274