Altshuler Shaham’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66
| Closed | -$18.9K | – | 331 |
|
|
2023
Q4 | $18.9K | Buy |
+66
| New | +$18.9K | ﹤0.01% | 212 |
|
|
2022
Q4 | – | Sell |
-116
| Closed | -$25K | – | 541 |
|
|
2022
Q3 | $25K | Sell |
116
-4
| -3% | -$862 | ﹤0.01% | 359 |
|
|
2022
Q2 | $29K | Sell |
120
-207
| -63% | -$50K | ﹤0.01% | 318 |
|
|
2022
Q1 | $89K | Sell |
327
-23
| -7% | -$6.26K | ﹤0.01% | 272 |
|
|
2021
Q4 | $120K | Buy |
350
+216
| +161% | +$74.1K | ﹤0.01% | 278 |
|
|
2021
Q3 | $35K | Sell |
134
-40
| -23% | -$10.4K | ﹤0.01% | 438 |
|
|
2021
Q2 | $45K | Sell |
174
-512
| -75% | -$132K | ﹤0.01% | 448 |
|
|
2021
Q1 | $154K | Sell |
686
-136
| -17% | -$30.5K | ﹤0.01% | 184 |
|
|
2020
Q4 | $190K | Buy |
822
+43
| +6% | +$9.94K | ﹤0.01% | 164 |
|
|
2020
Q3 | $125K | Sell |
779
-266
| -25% | -$42.7K | ﹤0.01% | 156 |
|
|
2020
Q2 | $147K | Buy |
1,045
+1,018
| +3,770% | +$143K | ﹤0.01% | 133 |
|
|
2020
Q1 | $3K | Sell |
27
-105
| -80% | -$11.7K | ﹤0.01% | 371 |
|
|
2019
Q4 | $20K | Buy |
132
+13
| +11% | +$1.97K | ﹤0.01% | 250 |
|
|
2019
Q3 | $17K | Buy |
119
+6
| +5% | +$857 | ﹤0.01% | 255 |
|
|
2019
Q2 | $16K | Buy |
+113
| New | +$16K | ﹤0.01% | 252 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$6K | – | 276 |
|
|
2018
Q3 | $6K | Sell |
49
-263
| -84% | -$32.2K | ﹤0.01% | 230 |
|
|
2018
Q2 | $11K | Hold |
312
| – | – | ﹤0.01% | 145 |
|
|
2018
Q1 | $8K | Buy |
+312
| New | +$8K | ﹤0.01% | 193 |
|