AssetMark Inc

AssetMark Inc’s Telus TU Stock Holding History

AssetMark Inc’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-310	Closed	-$6K	–	1539
2018 Q3	$6K	Hold	310	–	–	﹤0.01%	1146
2018 Q2	$6K	Hold	310	–	–	﹤0.01%	1145
2018 Q1	$5K	Sell	310 -1,686	-84%	-$30.8K	﹤0.01%	1162
2017 Q4	$38K	Sell	1,996 -18	-0.9%	-$333	﹤0.01%	849
2017 Q3	$36K	Buy	2,014 +48	+2%	+$859	﹤0.01%	778
2017 Q2	$34K	Sell	1,966 -190	-9%	-$3.19K	﹤0.01%	776
2017 Q1	$35K	Buy	2,156 +358	+20%	+$5.87K	﹤0.01%	735
2016 Q4	$29K	Hold	1,798	–	–	﹤0.01%	776
2016 Q3	$30K	Buy	1,798 +62	+4%	+$1.02K	﹤0.01%	762
2016 Q2	$28K	Buy	1,736 +854	+97%	+$13.5K	﹤0.01%	759
2016 Q1	$14K	Buy	882 +448	+103%	+$6.45K	﹤0.01%	813
2015 Q4	$6K	Buy	+434	New	+$6.76K	﹤0.01%	952

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