Altshuler Shaham’s Formula Systems FORTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
4,240
+314
| +8% | +$39.9K | 0.02% | 100 |
|
|
2025
Q1 | $340K | Sell |
3,926
-2,459
| -39% | -$213K | 0.01% | 105 |
|
|
2024
Q4 | $536K | Buy |
6,385
+450
| +8% | +$37.8K | 0.02% | 72 |
|
|
2024
Q3 | $477K | Sell |
5,935
-776
| -12% | -$62.4K | 0.03% | 72 |
|
|
2024
Q2 | $478K | Buy |
6,711
+2,303
| +52% | +$164K | 0.02% | 71 |
|
|
2024
Q1 | $360K | Sell |
4,408
-9,843
| -69% | -$803K | 0.01% | 70 |
|
|
2023
Q4 | $945K | Buy |
14,251
+850
| +6% | +$56.4K | 0.05% | 40 |
|
|
2023
Q3 | $985K | Sell |
13,401
-96
| -0.7% | -$7.05K | 0.03% | 44 |
|
|
2023
Q2 | $995K | Buy |
13,497
+100
| +0.7% | +$7.38K | 0.02% | 46 |
|
|
2023
Q1 | $880K | Buy |
13,397
+254
| +2% | +$16.7K | 0.02% | 50 |
|
|
2022
Q4 | $952K | Buy |
+13,143
| New | +$952K | 0.04% | 41 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$52K | – | 471 |
|
|
2019
Q2 | $52K | Buy |
+1,000
| New | +$52K | ﹤0.01% | 178 |
|