CBIZ Investment Advisory Services’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 | $19K | Buy |
170
+34
| +25% | +$3.8K | ﹤0.01% | 270 |
|
|
2025
Q1 | $16.8K | Sell |
136
-1
| -0.7% | -$123 | ﹤0.01% | 256 |
|
|
2024
Q4 | $19.3K | Buy |
137
+38
| +38% | +$5.36K | ﹤0.01% | 218 |
|
|
2024
Q3 | $16.7K | Buy |
99
+6
| +6% | +$1.01K | ﹤0.01% | 220 |
|
|
2024
Q2 | $15.8K | Buy |
93
+14
| +18% | +$2.38K | ﹤0.01% | 199 |
|
|
2024
Q1 | $16.2K | Buy |
+79
| New | +$16.2K | ﹤0.01% | 212 |
|