AssetMark Inc’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-143	Closed	-$1.7K	–	2778
2024 Q4	$1.7K	Buy	143 +90	+170%	+$1.07K	﹤0.01%	2151
2024 Q3	$951	Sell	53 -53	-50%	-$951	﹤0.01%	2008
2024 Q2	$1.87K	Buy	+106	New	+$1.87K	﹤0.01%	1758