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EP Wealth Advisors’s Quaker Houghton KWR Stock Holding History

EP Wealth Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
2,064
-32
-2% -$3.58K ﹤0.01% 1168
2025
Q1 		$259K Buy
2,096
+584
+39% +$72.2K ﹤0.01% 996
2024
Q4 		$213K Buy
1,512
+95
+7% +$13.4K ﹤0.01% 1045
2024
Q3 		$239K Buy
+1,417
New +$239K ﹤0.01% 959