Altshuler Shaham’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,212
| Closed | -$24K | – | 513 |
|
|
2022
Q3 | $24K | Buy |
1,212
+7
| +0.6% | +$139 | ﹤0.01% | 368 |
|
|
2022
Q2 | $30K | Buy |
+1,205
| New | +$30K | ﹤0.01% | 307 |
|
|
2021
Q3 | – | Sell |
-1,307
| Closed | -$39K | – | 578 |
|
|
2021
Q2 | $39K | Buy |
+1,307
| New | +$39K | ﹤0.01% | 487 |
|
|
2020
Q3 | – | Sell |
-206
| Closed | -$6K | – | 403 |
|
|
2020
Q2 | $6K | Buy |
206
+63
| +44% | +$1.84K | ﹤0.01% | 310 |
|
|
2020
Q1 | $3K | Buy |
+143
| New | +$3K | ﹤0.01% | 370 |
|