Cornerstone Planning Group’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	-25	Closed	-$2.58K	–	1625
2025 Q1	$2.58K	Buy	+25	New	+$2.58K	﹤0.01%	915
2023 Q3	–	Sell	-29	Closed	-$5.65K	–	1264
2023 Q2	$5.65K	Buy	+29	New	+$5.65K	﹤0.01%	844
2022 Q4	$5.49K	Buy	+29	New	+$5.49K	﹤0.01%	855