Altshuler Shaham’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-333
| Closed | -$34.1K | – | 399 |
|
|
2023
Q1 | $34.1K | Buy |
+333
| New | +$34.1K | ﹤0.01% | 228 |
|
|
2022
Q2 | – | Sell |
-375
| Closed | -$44K | – | 553 |
|
|
2022
Q1 | $44K | Buy |
+375
| New | +$44K | ﹤0.01% | 374 |
|
|
2021
Q4 | – | Sell |
-730
| Closed | -$103K | – | 612 |
|
|
2021
Q3 | $103K | Buy |
730
+311
| +74% | +$43.9K | ﹤0.01% | 316 |
|
|
2021
Q2 | $47K | Sell |
419
-455
| -52% | -$51K | ﹤0.01% | 441 |
|
|
2021
Q1 | $77K | Sell |
874
-3
| -0.3% | -$264 | ﹤0.01% | 239 |
|
|
2020
Q4 | $80K | Sell |
877
-66
| -7% | -$6.02K | ﹤0.01% | 223 |
|
|
2020
Q3 | $53K | Buy |
943
+804
| +578% | +$45.2K | ﹤0.01% | 220 |
|
|
2020
Q2 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-406
| Closed | -$18K | – | 636 |
|
|
2019
Q3 | $18K | Buy |
406
+101
| +33% | +$4.48K | ﹤0.01% | 251 |
|
|
2019
Q2 | $18K | Buy |
305
+79
| +35% | +$4.66K | ﹤0.01% | 219 |
|
|
2019
Q1 | $11K | Sell |
226
-3
| -1% | -$146 | ﹤0.01% | 236 |
|
|
2018
Q4 | $8K | Buy |
+229
| New | +$8K | ﹤0.01% | 206 |
|