J.P. Morgan Private Wealth Advisors’s Mentor Graphics Corp MENT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,432
| Closed | -$532K | – | 1391 |
|
|
2016
Q4 | $532K | Sell |
14,432
-6,381
| -31% | -$235K | ﹤0.01% | 778 |
|
|
2016
Q3 | $550K | Hold |
20,813
| – | – | 0.01% | 763 |
|
|
2016
Q2 | $443K | Sell |
20,813
-252
| -1% | -$5.36K | ﹤0.01% | 823 |
|
|
2016
Q1 | $428K | Buy |
21,065
+5,095
| +32% | +$104K | ﹤0.01% | 798 |
|
|
2015
Q4 | $294K | Hold |
15,970
| – | – | ﹤0.01% | 873 |
|
|
2015
Q3 | $393K | Sell |
15,970
-80
| -0.5% | -$1.97K | ﹤0.01% | 703 |
|
|
2015
Q2 | $424K | Hold |
16,050
| – | – | ﹤0.01% | 731 |
|
|
2015
Q1 | $386K | Sell |
16,050
-785
| -5% | -$18.9K | ﹤0.01% | 800 |
|
|
2014
Q4 | $369K | Buy |
16,835
+1,280
| +8% | +$28.1K | ﹤0.01% | 811 |
|
|
2014
Q3 | $319K | Hold |
15,555
| – | – | ﹤0.01% | 830 |
|
|
2014
Q2 | $336K | Sell |
15,555
-3,850
| -20% | -$83.2K | 0.01% | 684 |
|
|
2014
Q1 | $427K | Buy |
+19,405
| New | +$427K | 0.01% | 618 |
|