Jump Financial’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
Q1 | – | Sell |
-14,894
| Closed | -$446K | – | 2392 |
|
|
2023
Q4 | $446K | Buy |
14,894
+1,783
| +14% | +$53.4K | 0.01% | 1133 |
|
|
2023
Q3 | $329K | Sell |
13,111
-8,198
| -38% | -$206K | 0.01% | 1246 |
|
|
2023
Q2 | $632K | Buy |
+21,309
| New | +$632K | 0.02% | 915 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$183K | – | 2113 |
|
|
2022
Q3 | $183K | Sell |
10,000
-1,400
| -12% | -$25.6K | 0.01% | 1365 |
|
|
2022
Q2 | $214K | Buy |
+11,400
| New | +$214K | 0.01% | 1261 |
|
|
2022
Q1 | – | Sell |
-9,900
| Closed | -$259K | – | 1995 |
|
|
2021
Q4 | $259K | Buy |
+9,900
| New | +$259K | 0.02% | 965 |
|