Schubert & Co’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46
| Closed | -$1.45K | – | 1623 |
|
|
2023
Q1 | $1.45K | Buy |
46
+1
| +2% | +$31 | ﹤0.01% | 1043 |
|
|
2022
Q4 | $1.04K | Buy |
45
+9
| +25% | +$207 | ﹤0.01% | 1164 |
|
|
2022
Q3 | $1K | Buy |
36
+10
| +38% | +$278 | ﹤0.01% | 1336 |
|
|
2022
Q2 | $0 | Buy |
26
+17
| +189% | – | ﹤0.01% | 1633 |
|
|
2022
Q1 | $0 | Sell |
9
-1
| -10% | – | ﹤0.01% | 1399 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1346 |
|