Carson Wealth (CWM LLC)’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 |
-287
| Closed | -$10K | – | 5267 |
|
|
2024
Q2 | $10K | Buy |
287
+108
| +60% | +$3.76K | ﹤0.01% | 3574 |
|
|
2024
Q1 | $6K | Buy |
179
+8
| +5% | +$268 | ﹤0.01% | 3621 |
|
|
2023
Q4 | $5K | Buy |
171
+111
| +185% | +$3.25K | ﹤0.01% | 3564 |
|
|
2023
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 3889 |
|
|
2023
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 3863 |
|
|
2023
Q1 | $2K | Sell |
60
-1,000
| -94% | -$33.3K | ﹤0.01% | 3725 |
|
|
2022
Q4 | $24K | Sell |
1,060
-99,009
| -99% | -$2.24M | ﹤0.01% | 2252 |
|
|
2022
Q3 | $1.83M | Sell |
100,069
-29
| -0% | -$530 | 0.01% | 430 |
|
|
2022
Q2 | $1.88M | Buy |
+100,098
| New | +$1.88M | 0.01% | 419 |
|