Phocas Financial Corp’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
Q3 | – | Sell |
-103,553
| Closed | -$3.58K | – | 150 |
|
|
2024
Q2 | $3.58K | Sell |
103,553
-1,957
| -2% | -$68 | 0.01% | 112 |
|
|
2024
Q1 | $3.74K | Sell |
105,510
-2,954
| -3% | -$105 | 0.02% | 116 |
|
|
2023
Q4 | $3.25M | Buy |
+108,464
| New | +$3.25M | 0.43% | 104 |
|
|
2023
Q3 | – | Sell |
-106,642
| Closed | -$3.16M | – | 189 |
|
|
2023
Q2 | $3.16M | Buy |
+106,642
| New | +$3.16M | 0.43% | 96 |
|