Allworth Financial’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$516 | – | 3871 |
|
|
2024
Q2 | $516 | Hold |
15
| – | – | ﹤0.01% | 3366 |
|
|
2024
Q1 | $532 | Buy |
15
+5
| +50% | +$177 | ﹤0.01% | 3273 |
|
|
2023
Q4 | $300 | Buy |
+10
| New | +$300 | ﹤0.01% | 3239 |
|
|
2022
Q3 | – | Sell |
-694
| Closed | -$13K | – | 3191 |
|
|
2022
Q2 | $13K | Buy |
+694
| New | +$13K | ﹤0.01% | 1472 |
|