Disciplined Investments’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
Q3 | – | Sell |
-11
| Closed | -$326 | – | 1657 |
|
|
2023
Q2 | $326 | Sell |
11
-1
| -8% | -$30 | ﹤0.01% | 1372 |
|
|
2023
Q1 | $377 | Buy |
12
+1
| +9% | +$31 | ﹤0.01% | 1326 |
|
|
2022
Q4 | $253 | Buy |
11
+1
| +10% | +$23 | ﹤0.01% | 1385 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q2 | $0 | Buy |
10
+2
| +25% | – | ﹤0.01% | 1701 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1674 |
|