JFS Wealth Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$1.45K | – | 2032 |
|
|
2024
Q2 | $1.45K | Hold |
42
| – | – | ﹤0.01% | 1554 |
|
|
2024
Q1 | $1.49K | Hold |
42
| – | – | ﹤0.01% | 1542 |
|
|
2023
Q4 | $1.26K | Buy |
42
+4
| +11% | +$120 | ﹤0.01% | 1580 |
|
|
2023
Q3 | $954 | Hold |
38
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q2 | $1.13K | Sell |
38
-4
| -10% | -$119 | ﹤0.01% | 1567 |
|
|
2023
Q1 | $1.32K | Buy |
42
+3
| +8% | +$94 | ﹤0.01% | 1506 |
|
|
2022
Q4 | $897 | Sell |
39
-4
| -9% | -$92 | ﹤0.01% | 1626 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q2 | $1K | Buy |
43
+17
| +65% | +$395 | ﹤0.01% | 1694 |
|
|
2022
Q1 | $1K | Buy |
26
+14
| +117% | +$538 | ﹤0.01% | 1777 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1919 |
|