First Trust Advisors’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 |
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|
2024
Q2 | $4.63M | Buy |
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|
2024
Q1 | $4.43M | Buy |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $4.3M | Buy |
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|
2023
Q1 | $3.79M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $594K | Sell |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $2.38M | Buy |
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