AssetMark Inc’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,251
| Closed | -$16.7K | – | 2350 |
|
|
2024
Q2 | $16.7K | Buy |
1,251
+294
| +31% | +$3.92K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $13.4K | Buy |
+957
| New | +$13.4K | ﹤0.01% | 1342 |
|
|
2023
Q4 | – | Sell |
-811
| Closed | -$9.54K | – | 1995 |
|
|
2023
Q3 | $9.54K | Buy |
+811
| New | +$9.54K | ﹤0.01% | 1337 |
|