TWA
AMK
TCI Wealth Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$9.44K | – | 2391 |
|
|
2023
Q1 | $9.44K | Hold |
300
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q4 | $6.9K | Buy |
300
+1
| +0.3% | +$23 | ﹤0.01% | 1320 |
|
|
2022
Q3 | $5K | Buy |
299
+3
| +1% | +$50 | ﹤0.01% | 1540 |
|
|
2022
Q2 | $6K | Buy |
296
+66
| +29% | +$1.34K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 1627 |
|