Archford Capital Strategies’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-19
| Closed | -$3K | – | 609 |
|
|
2018
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 537 |
|
|
2018
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 463 |
|
|
2017
Q2 | – | Sell |
-19
| Closed | -$3K | – | 424 |
|
|
2017
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 546 |
|
|
2016
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $2K | Sell |
19
-19
| -50% | -$2K | ﹤0.01% | 530 |
|
|
2016
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 511 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$4K | – | 406 |
|
|
2015
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 601 |
|
|
2015
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 555 |
|