Envestnet Portfolio Solutions’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 | $297K | Buy |
2,650
+979
| +59% | +$110K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $207K | Buy |
1,671
+112
| +7% | +$13.8K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $219K | Sell |
1,559
-133
| -8% | -$18.7K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $285K | Buy |
1,692
+34
| +2% | +$5.73K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $281K | Sell |
1,658
-32
| -2% | -$5.43K | ﹤0.01% | 1412 |
|
|
2024
Q1 | $347K | Sell |
1,690
-94
| -5% | -$19.3K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $381K | Buy |
1,784
+312
| +21% | +$66.6K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $236K | Buy |
+1,472
| New | +$236K | ﹤0.01% | 1354 |
|