J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $208K | Sell |
3,323
-873
| -21% | -$54.6K | ﹤0.01% | 1623 |
|
|
2023
Q2 | $318K | Sell |
4,196
-5,936
| -59% | -$450K | ﹤0.01% | 1221 |
|
|
2023
Q1 | $731K | Buy |
10,132
+2,578
| +34% | +$186K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $343K | Sell |
7,554
-178
| -2% | -$8.09K | ﹤0.01% | 1610 |
|
|
2022
Q3 | $342K | Sell |
7,732
-890
| -10% | -$39.4K | ﹤0.01% | 1603 |
|
|
2022
Q2 | $453K | Sell |
8,622
-818
| -9% | -$43K | ﹤0.01% | 1494 |
|
|
2022
Q1 | $608K | Sell |
9,440
-55
| -0.6% | -$3.54K | ﹤0.01% | 1448 |
|
|
2021
Q4 | $734K | Buy |
9,495
+1,640
| +21% | +$127K | ﹤0.01% | 1390 |
|
|
2021
Q3 | $542K | Hold |
7,855
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q2 | $542K | Sell |
7,855
-603
| -7% | -$41.6K | ﹤0.01% | 1451 |
|
|
2021
Q1 | $529K | Buy |
8,458
+585
| +7% | +$36.6K | ﹤0.01% | 1290 |
|
|
2020
Q4 | $458K | Buy |
7,873
+33
| +0.4% | +$1.92K | ﹤0.01% | 1322 |
|
|
2020
Q3 | $329K | Buy |
7,840
+180
| +2% | +$7.55K | ﹤0.01% | 1326 |
|
|
2020
Q2 | $304K | Buy |
+7,660
| New | +$304K | ﹤0.01% | 1300 |
|