JFS Wealth 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 | $1.45K | Hold |
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2024
Q1 | $1.49K | Hold |
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2023
Q4 | $1.26K | Buy |
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2023
Q3 | $954 | Hold |
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2023
Q2 | $1.13K | Sell |
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2023
Q1 | $1.32K | Buy |
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2022
Q4 | $897 | Sell |
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2022
Q3 | $1K | Hold |
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2022
Q2 | $1K | Buy |
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2022
Q1 | $1K | Buy |
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2021
Q4 | $0 | Buy |
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