Institute for Wealth Management’s Apptio, Inc. Class A Common Stock APTI Stock Holding History

Institute for Wealth Management’s Portfolio APTI Stock Details APTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell
2018 Q4	$516K	Hold
2018 Q3	$503K	Buy
2018 Q2	$398K	Buy