Harel Insurance Investments & Financial Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Hold |
121
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $55K | Hold |
121
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $58K | Hold |
121
| – | – | ﹤0.01% | 302 |
|
|
2024
Q3 | $56K | Sell |
121
-5,070
| -98% | -$2.35M | ﹤0.01% | 336 |
|
|
2024
Q2 | $2.15M | Sell |
5,191
-129
| -2% | -$53.5K | 0.04% | 121 |
|
|
2024
Q1 | $2.42M | Sell |
5,320
-2,430
| -31% | -$1.1M | 0.05% | 110 |
|
|
2023
Q4 | $3.7M | Buy |
7,750
+100
| +1% | +$47.7K | 0.07% | 99 |
|
|
2023
Q3 | $3.36M | Buy |
7,650
+4,550
| +147% | +$2M | 0.07% | 98 |
|
|
2023
Q2 | $1.23M | Buy |
+3,100
| New | +$1.23M | 0.03% | 129 |
|
|
2023
Q1 | – | Sell |
-431
| Closed | -$173K | – | 711 |
|
|
2022
Q4 | $173K | Buy |
+431
| New | +$173K | ﹤0.01% | 298 |
|