Bartlett & Co Wealth Management’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26
| Closed | -$6.17K | – | 1009 |
|
|
2021
Q2 | $6.17K | Hold |
26
| – | – | ﹤0.01% | 740 |
|
|
2021
Q1 | $6.34K | Hold |
26
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $6.59K | Hold |
26
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $4.67K | Hold |
26
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $4.83K | Hold |
26
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $3.28K | Hold |
26
| – | – | ﹤0.01% | 749 |
|
|
2019
Q4 | $4.28K | Sell |
26
-23
| -47% | -$3.78K | ﹤0.01% | 782 |
|
|
2019
Q3 | $7.75K | Hold |
49
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $9.94K | Hold |
49
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $9.82K | Hold |
49
| – | – | ﹤0.01% | 581 |
|
|
2018
Q4 | $8.71K | Hold |
49
| – | – | ﹤0.01% | 591 |
|
|
2018
Q3 | $9.91K | Hold |
49
| – | – | ﹤0.01% | 601 |
|
|
2018
Q2 | $7.59K | Hold |
49
| – | – | ﹤0.01% | 610 |
|
|
2018
Q1 | $7.26K | Buy |
+49
| New | +$7.26K | ﹤0.01% | 635 |
|