Bedel Financial Consulting’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$205K | – | 256 |
|
|
2024
Q1 | $205K | Hold |
1,000
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $213K | Buy |
+1,000
| New | +$213K | 0.04% | 229 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$173K | – | 565 |
|
|
2022
Q1 | $173K | Hold |
1,000
| – | – | 0.05% | 200 |
|
|
2021
Q4 | $231K | Hold |
1,000
| – | – | 0.07% | 176 |
|
|
2021
Q3 | $238K | Hold |
1,000
| – | – | 0.08% | 163 |
|
|
2021
Q2 | $237K | Hold |
1,000
| – | – | 0.08% | 166 |
|
|
2021
Q1 | $244K | Buy |
+1,000
| New | +$244K | 0.09% | 155 |
|