AssetMark Inc’s Weibo WB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,786
| Closed | -$19.6K | – | 2139 |
|
|
2023
Q4 | $19.6K | Buy |
1,786
+208
| +13% | +$2.28K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $19.8K | Buy |
+1,578
| New | +$19.8K | ﹤0.01% | 1241 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$80 | – | 1690 |
|
|
2023
Q1 | $80 | Buy |
+4
| New | +$80 | ﹤0.01% | 1546 |
|
|
2019
Q3 | – | Sell |
-139
| Closed | -$6K | – | 1438 |
|
|
2019
Q2 | $6K | Sell |
139
-92
| -40% | -$3.97K | ﹤0.01% | 1036 |
|
|
2019
Q1 | $14K | Hold |
231
| – | – | ﹤0.01% | 943 |
|
|
2018
Q4 | $14K | Sell |
231
-178
| -44% | -$10.8K | ﹤0.01% | 953 |
|
|
2018
Q3 | $30K | Buy |
+409
| New | +$30K | ﹤0.01% | 849 |
|