Creative Planning’s Aqua Metals AQMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-354
| Closed | -$13.2K | – | 3561 |
|
|
2024
Q3 | $13.2K | Sell |
354
-1
| -0.3% | -$37 | ﹤0.01% | 3163 |
|
|
2024
Q2 | $22.7K | Buy |
355
+26
| +8% | +$1.67K | ﹤0.01% | 2955 |
|
|
2024
Q1 | $35.4K | Sell |
329
-1
| -0.3% | -$108 | ﹤0.01% | 2788 |
|
|
2023
Q4 | $50.1K | Buy |
330
+1
| +0.3% | +$152 | ﹤0.01% | 2632 |
|
|
2023
Q3 | $74.4K | Hold |
329
| – | – | ﹤0.01% | 2420 |
|
|
2023
Q2 | $77K | Buy |
329
+73
| +29% | +$17.1K | ﹤0.01% | 2373 |
|
|
2023
Q1 | $51.2K | Buy |
256
+155
| +153% | +$31K | ﹤0.01% | 2318 |
|
|
2022
Q4 | $25.4K | Hold |
101
| – | – | ﹤0.01% | 2275 |
|
|
2022
Q3 | $15K | Hold |
101
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q2 | $16K | Sell |
101
-8
| -7% | -$1.27K | ﹤0.01% | 2122 |
|
|
2022
Q1 | $33K | Hold |
109
| – | – | ﹤0.01% | 2080 |
|
|
2021
Q4 | $27K | Buy |
+109
| New | +$27K | ﹤0.01% | 2030 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | -$10K | – | 4477 |
|
|
2017
Q1 | $10K | Buy |
+3
| New | +$10K | ﹤0.01% | 3532 |
|