Bell Investment Advisors’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$495 | – | 1940 |
|
|
2025
Q1 | $495 | Buy |
+4
| New | +$495 | ﹤0.01% | 1755 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$160 | – | 1959 |
|
|
2023
Q3 | $160 | Sell |
1
-6
| -86% | -$960 | ﹤0.01% | 1908 |
|
|
2023
Q2 | $1.37K | Buy |
7
+2
| +40% | +$390 | ﹤0.01% | 1472 |
|
|
2023
Q1 | $990 | Sell |
5
-4
| -44% | -$792 | ﹤0.01% | 1578 |
|
|
2022
Q4 | $1.5K | Sell |
9
-4
| -31% | -$668 | ﹤0.01% | 1431 |
|
|
2022
Q3 | $2K | Buy |
13
+10
| +333% | +$1.54K | ﹤0.01% | 1140 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1782 |
|