Parallel Advisors’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 |
-270
| Closed | -$9.33K | – | 3490 |
|
|
2024
Q2 | $9.33K | Buy |
270
+8
| +3% | +$276 | ﹤0.01% | 2328 |
|
|
2024
Q1 | $9.28K | Hold |
262
| – | – | ﹤0.01% | 2339 |
|
|
2023
Q4 | $7.85K | Buy |
262
+5
| +2% | +$150 | ﹤0.01% | 2377 |
|
|
2023
Q3 | $6.45K | Hold |
257
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q2 | $7.62K | Sell |
257
-6
| -2% | -$178 | ﹤0.01% | 2282 |
|
|
2023
Q1 | $8.27K | Buy |
263
+15
| +6% | +$472 | ﹤0.01% | 2216 |
|
|
2022
Q4 | $5.7K | Buy |
+248
| New | +$5.7K | ﹤0.01% | 2276 |
|
|
2022
Q3 | – | Sell |
-327
| Closed | -$6K | – | 3579 |
|
|
2022
Q2 | $6K | Buy |
+327
| New | +$6K | ﹤0.01% | 2211 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 3345 |
|
|
2021
Q4 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 3351 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3275 |
|
|
2020
Q3 | – | Sell |
-21
| Closed | – | – | 2696 |
|
|
2020
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 2770 |
|