Aristotle Capital Boston’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,443
| Closed | -$97K | – | 138 |
|
|
2020
Q3 | $97K | Sell |
4,443
-403
| -8% | -$8.8K | ﹤0.01% | 137 |
|
|
2020
Q2 | $132K | Sell |
4,846
-45
| -0.9% | -$1.23K | ﹤0.01% | 132 |
|
|
2020
Q1 | $100K | Hold |
4,891
| – | – | ﹤0.01% | 125 |
|
|
2019
Q4 | $142K | Sell |
4,891
-109
| -2% | -$3.17K | ﹤0.01% | 125 |
|
|
2019
Q3 | $130K | Buy |
+5,000
| New | +$130K | ﹤0.01% | 127 |
|