KWM
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Kanen Wealth Management’s Aqua Metals AQMS Stock Holding History

Kanen Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,370
Closed -$279K – 20
2023
Q4 		$279K Buy
7,370
+28
+0.4% +$4.98K 0.2% 18
2023
Q3 		$1.66M Buy
7,342
+5,000
+213% +$1.2M 1.28% 13
2023
Q2 		$548K Hold
2,342
– – 0.36% 17
2023
Q1 		$468K Hold
2,342
– – 0.32% 18
2022
Q4 		$586K Buy
+2,342
New +$358K 0.3% 21

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IC
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AIC
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Russell Investments Group
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BlackRock
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Geode Capital Management
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Boston Partners
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Cambridge Investment Research Advisors
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Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return