Canada Life’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 |
-2,901
| Closed | -$100K | – | 2093 |
|
|
2024
Q2 | $100K | Hold |
2,901
| – | – | ﹤0.01% | 1877 |
|
|
2024
Q1 | $103K | Hold |
2,901
| – | – | ﹤0.01% | 1921 |
|
|
2023
Q4 | $86K | Hold |
2,901
| – | – | ﹤0.01% | 1976 |
|
|
2023
Q3 | $73K | Buy |
2,901
+2,016
| +228% | +$50.7K | ﹤0.01% | 2026 |
|
|
2023
Q2 | $26K | Hold |
885
| – | – | ﹤0.01% | 2106 |
|
|
2023
Q1 | $28K | Hold |
885
| – | – | ﹤0.01% | 2159 |
|
|
2022
Q4 | $20K | Hold |
885
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q3 | $16K | Hold |
885
| – | – | ﹤0.01% | 2292 |
|
|
2022
Q2 | $17K | Hold |
885
| – | – | ﹤0.01% | 2297 |
|
|
2022
Q1 | $21K | Hold |
885
| – | – | ﹤0.01% | 2342 |
|
|
2021
Q4 | $23K | Hold |
885
| – | – | ﹤0.01% | 2354 |
|
|
2021
Q3 | $22K | Hold |
885
| – | – | ﹤0.01% | 2414 |
|
|
2021
Q2 | $22K | Hold |
885
| – | – | ﹤0.01% | 2468 |
|
|
2021
Q1 | $21K | Hold |
885
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q4 | $21K | Hold |
885
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q3 | $19K | Hold |
885
| – | – | ﹤0.01% | 2459 |
|
|
2020
Q2 | $24K | Hold |
885
| – | – | ﹤0.01% | 2464 |
|
|
2020
Q1 | $18K | Hold |
885
| – | – | ﹤0.01% | 2396 |
|
|
2019
Q4 | $25K | Buy |
+885
| New | +$25K | ﹤0.01% | 2454 |
|