Creative Planning’s Apptio, Inc. Class A Common Stock APTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-220	Closed	-$4K	–	4231
2017 Q2	$4K	Hold	220	–	–	﹤0.01%	4066
2017 Q1	$3K	Hold	220	–	–	﹤0.01%	4148
2016 Q4	$4K	Sell	220 -280	-56%	-$5.09K	﹤0.01%	4011
2016 Q3	$11K	Buy	+500	New	+$11K	﹤0.01%	3420