Aviva’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,322
| Closed | -$633K | – | 948 |
|
|
2024
Q2 | $633K | Buy |
+18,322
| New | +$633K | ﹤0.01% | 726 |
|
|
2023
Q4 | – | Sell |
-22,352
| Closed | -$561K | – | 1033 |
|
|
2023
Q3 | $561K | Sell |
22,352
-26,831
| -55% | -$673K | ﹤0.01% | 862 |
|
|
2023
Q2 | $1.46M | Buy |
49,183
+33,970
| +223% | +$1.01M | 0.01% | 727 |
|
|
2023
Q1 | $478K | Buy |
+15,213
| New | +$478K | ﹤0.01% | 926 |
|