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Carolinas Wealth Consulting’s Quaker Houghton KWR Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-18
Closed -$3K – 957
2020
Q3 		$3K Buy
+18
New +$3.46K ﹤0.01% 643

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Carolinas Wealth Consulting's KWR Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Quaker Houghton (KWR) in Q4 2020, closing a stake of 18 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in KWR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 232 funds tracked by Wall St. Rank hold KWR as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Quaker Houghton position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Quaker Houghton shares in Q4 2020, an estimated $3K.
  • Carolinas Wealth Consulting first reported a position in Quaker Houghton in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Quaker Houghton position peaked at $3K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.