Altshuler Shaham’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,426
| Closed | -$26K | – | 615 |
|
|
2022
Q3 | $26K | Sell |
1,426
-2
| -0.1% | -$36 | ﹤0.01% | 345 |
|
|
2022
Q2 | $27K | Sell |
1,428
-231
| -14% | -$4.37K | ﹤0.01% | 347 |
|
|
2022
Q1 | $37K | Sell |
1,659
-39
| -2% | -$870 | ﹤0.01% | 439 |
|
|
2021
Q4 | $45K | Buy |
1,698
+298
| +21% | +$7.9K | ﹤0.01% | 408 |
|
|
2021
Q3 | $35K | Buy |
+1,400
| New | +$35K | ﹤0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$3K | – | 604 |
|
|
2020
Q1 | $3K | Buy |
147
+21
| +17% | +$429 | ﹤0.01% | 376 |
|
|
2019
Q4 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 394 |
|