Tower Research Capital (TRC)’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $134K | Buy |
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|
2024
Q1 | $13.8K | Sell |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $6.47K | Sell |
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|
2023
Q2 | $27.1K | Buy |
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|
2023
Q1 | $23K | Sell |
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|
2022
Q4 | $50K | Sell |
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|
2022
Q3 | $79K | Sell |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $26K | Sell |
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|
2021
Q3 | $97K | Sell |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $637K | Buy |
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|
2020
Q2 | $109K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6K | Buy |
|