Aquatic Capital Management’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
Q2 | – | Sell |
-6,100
| Closed | -$216K | – | 1671 |
|
|
2024
Q1 | $216K | Buy |
6,100
+4,400
| +259% | +$156K | 0.01% | 743 |
|
|
2023
Q4 | $51K | Buy |
1,700
+700
| +70% | +$21K | ﹤0.01% | 1120 |
|
|
2023
Q3 | $25K | Buy |
1,000
+300
| +43% | +$7.5K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $21K | Buy |
+700
| New | +$21K | ﹤0.01% | 1129 |
|
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$51K | – | 1636 |
|
|
2022
Q2 | $51K | Buy |
+2,700
| New | +$51K | 0.02% | 648 |
|