Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,395
| Closed | -$936K | – | 3740 |
|
|
2022
Q4 | $936K | Buy |
+40,395
| New | +$936K | ﹤0.01% | 1877 |
|
|
2021
Q2 | – | Sell |
-557
| Closed | -$12K | – | 4666 |
|
|
2021
Q1 | $12K | Sell |
557
-2,073
| -79% | -$44.7K | ﹤0.01% | 3897 |
|
|
2020
Q4 | $64K | Buy |
2,630
+1,765
| +204% | +$43K | ﹤0.01% | 3358 |
|
|
2020
Q3 | $19K | Sell |
865
-544
| -39% | -$11.9K | ﹤0.01% | 3458 |
|
|
2020
Q2 | $38K | Buy |
+1,409
| New | +$38K | ﹤0.01% | 3199 |
|
|
2020
Q1 | – | Sell |
-1,740
| Closed | -$50K | – | 4223 |
|
|
2019
Q4 | $50K | Buy |
+1,740
| New | +$50K | ﹤0.01% | 3320 |
|