AssetMark Inc’s Xperi XPER Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10
| Closed | -$82 | – | 2373 |
|
2024
Q2 | $82 | Hold |
10
| – | – | ﹤0.01% | 2045 |
|
2024
Q1 | $121 | Hold |
10
| – | – | ﹤0.01% | 1812 |
|
2023
Q4 | $110 | Sell |
10
-10
| -50% | -$110 | ﹤0.01% | 1812 |
|
2023
Q3 | $197 | Hold |
20
| – | – | ﹤0.01% | 1627 |
|
2023
Q2 | $263 | Hold |
20
| – | – | ﹤0.01% | 1522 |
|
2023
Q1 | $219 | Hold |
20
| – | – | ﹤0.01% | 1521 |
|
2022
Q4 | $172 | Buy |
+20
| New | +$172 | ﹤0.01% | 1546 |
|