IFP Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29
| Closed | -$1K | – | 4540 |
|
|
2022
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 4541 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 4728 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4763 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4562 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4426 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4217 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4059 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3868 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3763 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 3718 |
|
|
2019
Q3 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 1657 |
|