Altshuler Shaham’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96K | Buy |
17
+6
| +55% | +$3.16K | ﹤0.01% | 215 |
|
|
2025
Q1 | $5.59K | Sell |
11
-31
| -74% | -$15.8K | ﹤0.01% | 199 |
|
|
2024
Q4 | $20.9K | Hold |
42
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $21.7K | Buy |
+42
| New | +$21.7K | ﹤0.01% | 154 |
|
|
2022
Q4 | – | Sell |
-76
| Closed | -$24K | – | 575 |
|
|
2022
Q3 | $24K | Sell |
76
-10
| -12% | -$3.16K | ﹤0.01% | 373 |
|
|
2022
Q2 | $29K | Sell |
86
-130
| -60% | -$43.8K | ﹤0.01% | 320 |
|
|
2022
Q1 | $89K | Sell |
216
-39
| -15% | -$16.1K | ﹤0.01% | 274 |
|
|
2021
Q4 | $120K | Sell |
255
-517
| -67% | -$243K | ﹤0.01% | 279 |
|
|
2021
Q3 | $330K | Buy |
772
+396
| +105% | +$169K | ﹤0.01% | 208 |
|
|
2021
Q2 | $155K | Buy |
+376
| New | +$155K | ﹤0.01% | 279 |
|
|
2021
Q1 | – | Sell |
-47
| Closed | -$15K | – | 515 |
|
|
2020
Q4 | $15K | Sell |
47
-124
| -73% | -$39.6K | ﹤0.01% | 342 |
|
|
2020
Q3 | $62K | Buy |
171
+40
| +31% | +$14.5K | ﹤0.01% | 206 |
|
|
2020
Q2 | $43K | Buy |
131
+28
| +27% | +$9.19K | ﹤0.01% | 200 |
|
|
2020
Q1 | $25K | Sell |
103
-1,710
| -94% | -$415K | ﹤0.01% | 220 |
|
|
2019
Q4 | $495K | Buy |
1,813
+781
| +76% | +$213K | 0.01% | 96 |
|
|
2019
Q3 | $254K | Buy |
1,032
+951
| +1,174% | +$234K | 0.01% | 103 |
|
|
2019
Q2 | $18K | Buy |
81
+26
| +47% | +$5.78K | ﹤0.01% | 216 |
|
|
2019
Q1 | $12K | Buy |
+55
| New | +$12K | ﹤0.01% | 215 |
|