EverSource Wealth Advisors’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
304
+225
| +285% | +$25.2K | ﹤0.01% | 1876 |
|
|
2025
Q1 | $9.77K | Buy |
79
+64
| +427% | +$7.91K | ﹤0.01% | 2119 |
|
|
2024
Q4 | $2.11K | Sell |
15
-6
| -29% | -$845 | ﹤0.01% | 2694 |
|
|
2024
Q3 | $3.54K | Sell |
21
-20
| -49% | -$3.37K | ﹤0.01% | 2358 |
|
|
2024
Q2 | $7.44K | Sell |
41
-7
| -15% | -$1.27K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $8.95K | Buy |
+48
| New | +$8.95K | ﹤0.01% | 1749 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$2.5K | – | 2468 |
|
|
2022
Q4 | $2.5K | Hold |
15
| – | – | ﹤0.01% | 1843 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q2 | $2K | Sell |
15
-68
| -82% | -$9.07K | ﹤0.01% | 1521 |
|
|
2022
Q1 | $14K | Buy |
83
+15
| +22% | +$2.53K | ﹤0.01% | 844 |
|
|
2021
Q4 | $16K | Buy |
+68
| New | +$16K | ﹤0.01% | 773 |
|