Householder Group Estate & Retirement Specialist’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 |
-500
| Closed | -$17K | – | 1348 |
|
|
2024
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 718 |
|
|
2024
Q1 | $17.7K | Hold |
500
| – | – | 0.01% | 696 |
|
|
2023
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 704 |
|
|
2023
Q3 | $12.5K | Buy |
+500
| New | +$12.5K | ﹤0.01% | 735 |
|
|
2023
Q1 | $16K | Hold |
500
| – | – | 0.01% | 691 |
|
|
2022
Q4 | $11K | Hold |
500
| – | – | 0.02% | 221 |
|
|
2022
Q3 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 769 |
|