C.M. Bidwell & Associates’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,974
| Closed | -$69.9K | – | 534 |
|
|
2024
Q1 | $69.9K | Buy |
+1,974
| New | +$69.9K | 0.05% | 210 |
|
|
2020
Q1 | – | Sell |
-1,695
| Closed | -$49K | – | 484 |
|
|
2019
Q4 | $49K | Sell |
1,695
-280
| -14% | -$8.09K | 0.04% | 238 |
|
|
2019
Q3 | $51K | Buy |
+1,975
| New | +$51K | 0.05% | 250 |
|