Amalgamated Bank’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 |
-756
| Closed | -$26K | – | 3012 |
|
|
2024
Q2 | $26K | Hold |
756
| – | – | ﹤0.01% | 2038 |
|
|
2024
Q1 | $27K | Sell |
756
-2,372
| -76% | -$84.7K | ﹤0.01% | 2032 |
|
|
2023
Q4 | $94K | Sell |
3,128
-225
| -7% | -$6.76K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $84K | Hold |
3,353
| – | – | ﹤0.01% | 2058 |
|
|
2023
Q2 | $99K | Buy |
3,353
+1,113
| +50% | +$32.9K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $70K | Sell |
2,240
-500
| -18% | -$15.6K | ﹤0.01% | 2181 |
|
|
2022
Q4 | $63K | Hold |
2,740
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q3 | $50K | Hold |
2,740
| – | – | ﹤0.01% | 2464 |
|
|
2022
Q2 | $51K | Buy |
2,740
+548
| +25% | +$10.2K | ﹤0.01% | 2478 |
|
|
2022
Q1 | $49K | Buy |
+2,192
| New | +$49K | ﹤0.01% | 2498 |
|