IHT Wealth Management’s Apptio, Inc. Class A Common Stock APTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,477
| Closed | -$572K | – | 525 |
|
|
2018
Q3 | $572K | Sell |
15,477
-1,472
| -9% | -$54.4K | 0.12% | 206 |
|
|
2018
Q2 | $614K | Hold |
16,949
| – | – | 0.16% | 171 |
|
|
2018
Q1 | $471K | Hold |
16,949
| – | – | 0.13% | 194 |
|
|
2017
Q4 | $407K | Hold |
16,949
| – | – | 0.11% | 231 |
|
|
2017
Q3 | $319K | Sell |
16,949
-658
| -4% | -$12.4K | 0.14% | 175 |
|
|
2017
Q2 | $19 | Buy |
17,607
+100
| +0.6% | – | 0.01% | 804 |
|
|
2017
Q1 | $193K | Buy |
+17,507
| New | +$193K | 0.13% | 184 |
|