Nebula Research & Development’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
Q2
Sell
-13,723
Closed -$486K 1091
2024
Q1
$486K Sell
13,723
-2,730
-17% -$96.7K 0.1% 364
2023
Q4
$493K Buy
16,453
+3,012
+22% +$90.2K 0.15% 255
2023
Q3
$337K Buy
+13,441
New +$337K 0.18% 238