LI
AMK
LMCG Investments’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 |
-25,324
| Closed | -$875K | – | 292 |
|
|
2024
Q2 | $875K | Sell |
25,324
-220
| -0.9% | -$7.6K | 0.05% | 205 |
|
|
2024
Q1 | $905K | Sell |
25,544
-10,943
| -30% | -$387K | 0.05% | 213 |
|
|
2023
Q4 | $1.09M | Hold |
36,487
| – | – | 0.07% | 213 |
|
|
2023
Q3 | $915K | Buy |
+36,487
| New | +$915K | 0.06% | 217 |
|