McNatt Joel David JR

Track

Insider profile

Performance

Overall performance
2.1
Performance over holding periods
2.1
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 20% 68% 82%
Transactions
7 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
McNatt Joel David JR's trades of AssetMark Financial Holdings Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-06-11 2024-06-10
S Sale
26,469 +26.6%
327.91
US$382,557 		26,469 +26.6% 327.91 US$382,557
2024-06-11 2024-06-10
S Sale
51,013 -17.9%
105.31
US$4,932,374 		51,013 -17.9% 105.31 US$4,932,374
2024-01-29 2023-11-17
PrS Proposed sale
39,127
484.96
US$4,039,148 		39,127 484.96 US$4,039,148
2024-01-26 2023-11-17
S Sale
4,000 -6.6%
25.17
US$100,680 		4,000 -6.6% 25.17 US$100,680
2023-06-12 2023-06-09
S Sale
300 -0.5%
29.61
US$8,883 		300 -0.5% 29.61 US$8,883
2023-06-12 2023-06-08
S Sale
1,456 -2.3%
30.04
US$43,738 		1,456 -2.3% 30.04 US$43,738
2022-06-10 2022-06-10
S Sale
308 -1.5%
19.06
US$5,870 		308 -1.5% 19.06 US$5,870
2022-06-10 2022-06-09
S Sale
505 -2.4%
20.00
US$10,100 		505 -2.4% 20.00 US$10,100