Altshuler Shaham’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-445
| Closed | -$34.8K | – | 337 |
|
|
2024
Q1 | $34.8K | Sell |
445
-219
| -33% | -$17.1K | ﹤0.01% | 112 |
|
|
2023
Q4 | $45.9K | Sell |
664
-251
| -27% | -$17.4K | ﹤0.01% | 116 |
|
|
2023
Q3 | $56.2K | Sell |
915
-585
| -39% | -$35.9K | ﹤0.01% | 138 |
|
|
2023
Q2 | $89.5K | Buy |
+1,500
| New | +$89.5K | ﹤0.01% | 146 |
|
|
2022
Q4 | – | Sell |
-2,034
| Closed | -$106K | – | 567 |
|
|
2022
Q3 | $106K | Sell |
2,034
-235
| -10% | -$12.2K | ﹤0.01% | 163 |
|
|
2022
Q2 | $127K | Sell |
2,269
-139
| -6% | -$7.78K | ﹤0.01% | 156 |
|
|
2022
Q1 | $164K | Buy |
2,408
+280
| +13% | +$19.1K | ﹤0.01% | 223 |
|
|
2021
Q4 | $150K | Buy |
+2,128
| New | +$150K | ﹤0.01% | 242 |
|