AssetMark Inc
CSR

AssetMark Inc’s Centerspace CSR Stock Holding History

AssetMark Inc’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$301 – 3204
2025
Q2 		$301 Buy
+5
New +$307 ﹤0.01% 2819
2019
Q4 		– Sell
-2,946
Closed -$220K – 1399
2019
Q3 		$220K Sell
2,946
-92
-3% -$6.15K ﹤0.01% 482
2019
Q2 		$178K Buy
+3,038
New +$181K ﹤0.01% 486
2019
Q1 		– Sell
-100
Closed -$5K – 1375
2018
Q4 		$5K Hold
100
– – ﹤0.01% 1089
2018
Q3 		$6K Hold
100
– – ﹤0.01% 1133
2018
Q2 		$6K Buy
+100
New +$5.45K ﹤0.01% 1135
2018
Q1 		– Sell
-6
Closed – – 1528
2017
Q4 		$0 Buy
+6
New +$357 ﹤0.01% 1914
2017
Q2 		– Sell
-18
Closed -$1K – 1380
2017
Q1 		$1K Buy
+18
New +$1.16K ﹤0.01% 1189

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