AssetMark Inc’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75K | Buy |
63
+33
| +110% | +$1.44K | ﹤0.01% | 2329 |
|
|
2025
Q1 | $1.38K | Sell |
30
-11
| -27% | -$504 | ﹤0.01% | 2248 |
|
|
2024
Q4 | $2.39K | Buy |
+41
| New | +$2.39K | ﹤0.01% | 2081 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$151 | – | 2011 |
|
|
2023
Q3 | $151 | Buy |
+3
| New | +$151 | ﹤0.01% | 1659 |
|