Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-70
| Closed | -$2K | – | 1855 |
|
|
2018
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1549 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1402 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q4 | $2K | Sell |
70
-200
| -74% | -$5.71K | ﹤0.01% | 1233 |
|
|
2017
Q3 | $5K | Buy |
+270
| New | +$5K | ﹤0.01% | 893 |
|