PMG
APTI
ProVise Management Group’s Apptio, Inc. Class A Common Stock APTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,445
| Closed | -$700K | – | 330 |
|
|
2018
Q4 | $700K | Sell |
18,445
-1,980
| -10% | -$75.1K | 0.11% | 163 |
|
|
2018
Q3 | $755K | Hold |
20,425
| – | – | 0.1% | 173 |
|
|
2018
Q2 | $739 | Buy |
20,425
+9,378
| +85% | +$339 | 0.06% | 182 |
|
|
2018
Q1 | $313K | Buy |
+11,047
| New | +$313K | 0.05% | 242 |
|