Covestor LTD Asset Mark Financial Holdings, Inc. Transaction History

Covestor LTD

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$33.79 - $37.06 $7,737 - $8,486	-229 Reduced 29.55%	546 $19,000
Q1 2024 May 10, 2024	SELL	$29.37 - $36.2 $17,298 - $21,321	-589 Reduced 43.18%	775 $27,000
Q4 2023 Feb 09, 2024	SELL	$23.18 - $30.44 $20,120 - $26,421	-868 Reduced 38.89%	1,364 $41,000
Q3 2023 Nov 13, 2023	SELL	$25.08 - $31.95 $7,674 - $9,776	-306 Reduced 12.06%	2,232 $56,000
Q2 2023 Aug 11, 2023	BUY	$26.31 - $32.93 $66,485 - $83,214	2,527 Added 22972.73%	2,538 $75,000
Q1 2023 May 15, 2023	SELL	$23.11 - $31.75 $69 - $95	-3 Reduced 21.43%	11 $0
Q4 2022 Feb 13, 2023	SELL	$17.25 - $24.86 $17 - $24	-1 Reduced 6.67%	14 $0
Q1 2022 May 13, 2022	SELL	$20.9 - $26.67 $83 - $106	-4 Reduced 21.05%	15 $0
Q4 2021 Feb 10, 2022	BUY	$24.1 - $27.92 $457 - $530	19 New	19 $1,000

2.26M

Ticker AMK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 73,844,800
Market Cap $2.6B
Description
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platfo...

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