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AE Wealth Management’s Quaker Houghton KWR Stock Holding History

AE Wealth Management’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,769
Closed -$343K – 1617
2023
Q4 		$343K Buy
1,769
+497
+39% +$96.5K ﹤0.01% 1637
2023
Q3 		$204K Buy
+1,272
New +$204K ﹤0.01% 1775