Disciplined Investments’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$390 | – | 881 |
|
|
2023
Q2 | $390 | Sell |
2
-2
| -50% | -$390 | ﹤0.01% | 1323 |
|
|
2023
Q1 | $792 | Buy |
4
+2
| +100% | +$396 | ﹤0.01% | 1067 |
|
|
2022
Q4 | $334 | Sell |
2
-1
| -33% | -$167 | ﹤0.01% | 1306 |
|
|
2022
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 1423 |
|
|
2022
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 986 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1044 |
|