OCPWS
AMK

One Charles Private Wealth Services’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

One Charles Private Wealth Services’s Portfolio AMK Stock Details AMK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,390
Closed -$1.43M – 160
2024
Q2 		$1.43M Hold
41,390
– – 0.6% 31
2024
Q1 		$1.47M Hold
41,390
– – 0.64% 30
2023
Q4 		$1.24M Buy
+41,390
New +$1.24M 0.66% 29