AssetMark Inc’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $169K | Buy |
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|
2024
Q3 | $10.1K | Buy |
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|
2024
Q2 | $8.05K | Buy |
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|
2024
Q1 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Sell |
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|
2018
Q2 | $121K | Buy |
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|
2018
Q1 | $129K | Sell |
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|
2017
Q4 | $143K | Buy |
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|
2017
Q3 | $123K | Buy |
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|
2017
Q2 | $112K | Buy |
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|
2017
Q1 | $99K | Sell |
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|
2016
Q4 | $101K | Sell |
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|
2016
Q3 | $121K | Sell |
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|
2016
Q2 | $2.18M | Buy |
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|
2016
Q1 | $2.33M | Buy |
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|
2015
Q4 | $2.59M | Buy |
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|
2015
Q3 | $2.16M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.07M | Buy |
|