Capstone Investment Advisors
KWR icon

Capstone Investment Advisors’s Quaker Houghton KWR Stock Holding History

Capstone Investment Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,926
Closed -$601K – 2306
2024
Q1 		$601K Buy
2,926
+572
+24% +$113K 0.01% 1462
2023
Q4 		$502K Buy
2,354
+484
+26% +$83.4K 0.01% 1339
2023
Q3 		$299K Buy
+1,870
New +$334K 0.01% 1605
2017
Q2 		– Sell
-5,460
Closed -$718K – 803
2017
Q1 		$718K Buy
+5,460
New +$714K 0.04% 503

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