AssetMark Inc’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,302
| Closed | -$46.1K | – | 1596 |
|
|
2023
Q1 | $46.1K | Buy |
3,302
+368
| +13% | +$5.14K | ﹤0.01% | 1048 |
|
|
2022
Q4 | $38.1K | Buy |
2,934
+492
| +20% | +$6.4K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $31K | Buy |
2,442
+658
| +37% | +$8.35K | ﹤0.01% | 1046 |
|
|
2022
Q2 | $23K | Buy |
+1,784
| New | +$23K | ﹤0.01% | 1092 |
|