Kanen Wealth Management’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
+456,885
| New | +$1.18M | 0.45% | 21 |
|
|
2025
Q1 | – | Sell |
-456,885
| Closed | -$1.11M | – | 26 |
|
|
2024
Q4 | $1.11M | Hold |
456,885
| – | – | 0.41% | 19 |
|
|
2024
Q3 | $1.18M | Hold |
456,885
| – | – | 0.63% | 15 |
|
|
2024
Q2 | $1.19M | Hold |
456,885
| – | – | 0.74% | 16 |
|
|
2024
Q1 | $1.27M | Hold |
456,885
| – | – | 0.81% | 13 |
|
|
2023
Q4 | $1.29M | Hold |
456,885
| – | – | 0.9% | 14 |
|
|
2023
Q3 | $1.3M | Hold |
456,885
| – | – | 1% | 14 |
|
|
2023
Q2 | $1.4M | Hold |
456,885
| – | – | 0.93% | 14 |
|
|
2023
Q1 | $1.21M | Hold |
456,885
| – | – | 0.82% | 14 |
|
|
2022
Q4 | $1.32M | Hold |
456,885
| – | – | 0.68% | 18 |
|
|
2022
Q3 | $1.31M | Hold |
456,885
| – | – | 0.77% | 22 |
|
|
2022
Q2 | $2M | Buy |
+456,885
| New | +$2M | 1.09% | 15 |
|