Covestor’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$19K Sell
2024
Q1
$27K Sell
2023
Q4
$41K Sell
2023
Q3
$56K Sell
2023
Q2
$75K Buy
2023
Q1
$0 Sell
2022
Q4
$0 Sell
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Sell
2021
Q4
$1K Buy