DPW
DiNuzzo Private Wealth’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$506 | – | 1438 |
|
|
2024
Q3 | $506 | Buy |
3
+1
| +50% | +$169 | ﹤0.01% | 1107 |
|
|
2024
Q2 | $340 | Buy |
+2
| New | +$340 | ﹤0.01% | 1158 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$214 | – | 1383 |
|
|
2023
Q4 | $214 | Buy |
+1
| New | +$214 | ﹤0.01% | 1214 |
|