AssetMark Inc’s Cadre Holdings CDRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44.4K	Buy	1,395 +420	+43%	+$13.4K	﹤0.01%	1599
2025 Q1	$28.9K	Hold	975	–	–	﹤0.01%	1605
2024 Q4	$31.5K	Buy	+975	New	+$31.5K	﹤0.01%	1543