EP Wealth Advisors’s Altair Engineering Inc. Class A Common Stock ALTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,561
| Closed | -$659K | – | 572 |
|
|
2021
Q3 | $659K | Hold |
9,561
| – | – | 0.02% | 292 |
|
|
2021
Q2 | $659K | Hold |
9,561
| – | – | 0.02% | 293 |
|
|
2021
Q1 | $598K | Hold |
9,561
| – | – | 0.02% | 293 |
|
|
2020
Q4 | $556K | Hold |
9,561
| – | – | 0.02% | 251 |
|
|
2020
Q3 | $401K | Buy |
9,561
+4,613
| +93% | +$193K | 0.02% | 254 |
|
|
2020
Q2 | $679K | Sell |
4,948
-19,872
| -80% | -$2.73M | 0.03% | 211 |
|
|
2020
Q1 | $759K | Buy |
+24,820
| New | +$759K | 0.04% | 207 |
|