SGI
AMK
Summit Global Investments’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,400
| Closed | -$249K | – | 625 |
|
|
2023
Q2 | $249K | Sell |
8,400
-41,445
| -83% | -$1.23M | 0.02% | 462 |
|
|
2023
Q1 | $1.57M | Buy |
49,845
+2,838
| +6% | +$89.3K | 0.12% | 158 |
|
|
2022
Q4 | $1.08M | Sell |
47,007
-1,993
| -4% | -$45.8K | 0.09% | 187 |
|
|
2022
Q3 | $896K | Sell |
49,000
-238
| -0.5% | -$4.35K | 0.08% | 208 |
|
|
2022
Q2 | $924K | Buy |
49,238
+22,438
| +84% | +$421K | 0.08% | 232 |
|
|
2022
Q1 | $596K | Buy |
+26,800
| New | +$596K | 0.04% | 304 |
|