SignatureFD’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 |
-1,621
| Closed | -$56K | – | 3329 |
|
|
2024
Q2 | $56K | Sell |
1,621
-48
| -3% | -$1.66K | ﹤0.01% | 1457 |
|
|
2024
Q1 | $59.1K | Sell |
1,669
-20
| -1% | -$708 | ﹤0.01% | 1454 |
|
|
2023
Q4 | $50.6K | Buy |
1,689
+2
| +0.1% | +$60 | ﹤0.01% | 1452 |
|
|
2023
Q3 | $42.3K | Hold |
1,687
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q2 | $50K | Sell |
1,687
-109
| -6% | -$3.23K | ﹤0.01% | 1434 |
|
|
2023
Q1 | $56.5K | Buy |
1,796
+381
| +27% | +$12K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $32.5K | Buy |
1,415
+639
| +82% | +$14.7K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $14K | Sell |
776
-600
| -44% | -$10.8K | ﹤0.01% | 1927 |
|
|
2022
Q2 | $26K | Buy |
1,376
+442
| +47% | +$8.35K | ﹤0.01% | 1652 |
|
|
2022
Q1 | $21K | Buy |
934
+714
| +325% | +$16.1K | ﹤0.01% | 1814 |
|
|
2021
Q4 | $6K | Buy |
220
+203
| +1,194% | +$5.54K | ﹤0.01% | 2362 |
|
|
2021
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 3236 |
|