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Edgestream Partners’s Quaker Houghton KWR Stock Holding History

Edgestream Partners’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,068
Closed -$432K – 944
2024
Q4 		$432K Buy
3,068
+1,794
+141% +$283K 0.02% 710
2024
Q3 		$215K Buy
+1,274
New +$215K 0.01% 799
2023
Q2 		– Sell
-1,123
Closed -$222K – 815
2023
Q1 		$222K Sell
1,123
-1,756
-61% -$336K 0.02% 511
2022
Q4 		$481K Buy
+2,879
New +$484K 0.05% 374
2022
Q2 		– Sell
-13,965
Closed -$2.41M – 574
2022
Q1 		$2.41M Sell
13,965
-3,582
-20% -$711K 0.19% 178
2021
Q4 		$4.05M Buy
17,547
+640
+4% +$155K 0.25% 121
2021
Q3 		$4.02M Buy
16,907
+670
+4% +$165K 0.25% 140
2021
Q2 		$3.85M Buy
+16,237
New +$3.88M 0.23% 151

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