TFO Wealth Partners’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
Q2 | – | Sell |
-2
| Closed | -$71 | – | 797 |
|
|
2024
Q1 | $71 | Hold |
2
| – | – | ﹤0.01% | 689 |
|
|
2023
Q4 | $60 | Hold |
2
| – | – | ﹤0.01% | 859 |
|
|
2023
Q3 | $59 | Hold |
2
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q2 | $59 | Hold |
2
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $63 | Sell |
2
-8
| -80% | -$252 | ﹤0.01% | 720 |
|
|
2022
Q4 | $1.08K | Buy |
+10
| New | +$1.08K | ﹤0.01% | 351 |
|