EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-208
| Closed | -$22.7K | – | 4197 |
|
|
2024
Q4 | $22.7K | Buy |
208
+5
| +2% | +$546 | ﹤0.01% | 1553 |
|
|
2024
Q3 | $19.4K | Buy |
203
+101
| +99% | +$9.65K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $9.01K | Buy |
102
+22
| +28% | +$1.94K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $6.44K | Buy |
80
+73
| +1,043% | +$5.87K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $589 | Buy |
+7
| New | +$589 | ﹤0.01% | 2496 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$531 | – | 2698 |
|
|
2023
Q2 | $531 | Buy |
+7
| New | +$531 | ﹤0.01% | 2343 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$11K | – | 2452 |
|
|
2022
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $16K | Hold |
250
| – | – | ﹤0.01% | 803 |
|
|
2021
Q4 | $19K | Buy |
+250
| New | +$19K | 0.01% | 722 |
|