LWM
MENT
LBA Wealth Management’s Mentor Graphics Corp MENT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$55K | – | 484 |
|
|
2016
Q4 | $55K | Sell |
1,500
-800
| -35% | -$29.3K | 0.03% | 185 |
|
|
2016
Q3 | $61K | Hold |
2,300
| – | – | 0.03% | 184 |
|
|
2016
Q2 | $49K | Hold |
2,300
| – | – | 0.03% | 196 |
|
|
2016
Q1 | $47K | Sell |
2,300
-1,000
| -30% | -$20.4K | 0.03% | 199 |
|
|
2015
Q4 | $61K | Sell |
3,300
-600
| -15% | -$11.1K | 0.04% | 193 |
|
|
2015
Q3 | $96K | Sell |
3,900
-500
| -11% | -$12.3K | 0.06% | 151 |
|
|
2015
Q2 | $116K | Hold |
4,400
| – | – | 0.07% | 125 |
|
|
2015
Q1 | $106K | Sell |
4,400
-900
| -17% | -$21.7K | 0.07% | 133 |
|
|
2014
Q4 | $116K | Buy |
5,300
+5,051
| +2,029% | +$111K | 0.08% | 132 |
|
|
2014
Q3 | $5K | Buy |
+249
| New | +$5K | ﹤0.01% | 350 |
|