Clearstead 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	$12.7K	Buy	113 +36	+47%	+$4.03K	﹤0.01%	1800
2025 Q1	$9.52K	Hold	77	–	–	﹤0.01%	1607
2024 Q4	$10.8K	Hold	77	–	–	﹤0.01%	1547
2024 Q3	$13K	Sell	77 -30	-28%	-$5.06K	﹤0.01%	1533
2024 Q2	$18.2K	Buy	+107	New	+$18.2K	﹤0.01%	1405