SIC
AMK
SJS Investment Consulting’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 |
-15
| Closed | -$519 | – | 1726 |
|
|
2024
Q2 | $519 | Hold |
15
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q1 | $532 | Hold |
15
| – | – | ﹤0.01% | 1265 |
|
|
2023
Q4 | $450 | Buy |
15
+1
| +7% | +$30 | ﹤0.01% | 1281 |
|
|
2023
Q3 | $352 | Sell |
14
-2
| -13% | -$50 | ﹤0.01% | 1323 |
|
|
2023
Q2 | $475 | Sell |
16
-3
| -16% | -$89 | ﹤0.01% | 1179 |
|
|
2023
Q1 | $598 | Buy |
19
+5
| +36% | +$157 | ﹤0.01% | 1092 |
|
|
2022
Q4 | $322 | Buy |
14
+6
| +75% | +$138 | ﹤0.01% | 1333 |
|
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1647 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1442 |
|