YWP
APPF icon

YorkBridge Wealth Partners’s AppFolio APPF Stock Holding History

YorkBridge Wealth Partners’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$233K Sell
2,210
-302
-12% -$33.6K 0.06% 229
2022
Q3 		$263K Buy
+2,512
New +$256K 0.07% 222
2022
Q2 		– Sell
-2,773
Closed -$314K – 280
2022
Q1 		$314K Buy
2,773
+1,025
+59% +$118K 0.07% 226
2021
Q4 		$212K Buy
+1,748
New +$222K 0.05% 274

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