EverSource Wealth Advisors’s Quaker Houghton KWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.7K	Buy	344 +117	+52%	+$17.3K	﹤0.01%	2016
2025 Q4	$31.2K	Sell	227 -26	-10%	-$3.51K	﹤0.01%	2080
2025 Q3	$33.3K	Sell	253 -51	-17%	-$6.71K	﹤0.01%	1997
2025 Q2	$34K	Buy	304 +225	+285%	+$24.4K	﹤0.01%	1884
2025 Q1	$9.77K	Buy	79 +64	+427%	+$8.68K	﹤0.01%	2121
2024 Q4	$2.11K	Sell	15 -6	-29%	-$947	﹤0.01%	2694
2024 Q3	$3.54K	Sell	21 -20	-49%	-$3.38K	﹤0.01%	2358
2024 Q2	$7.44K	Sell	41 -7	-15%	-$1.29K	﹤0.01%	2026
2024 Q1	$8.95K	Buy	+48	New	+$9.52K	﹤0.01%	1749
2023 Q1	–	Sell	-15	Closed	-$2.5K	–	2469
2022 Q4	$2.5K	Hold	15	–	–	﹤0.01%	1843
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	1685
2022 Q2	$2K	Sell	15 -68	-82%	-$10.5K	﹤0.01%	1521
2022 Q1	$14K	Buy	83 +15	+22%	+$2.98K	﹤0.01%	844
2021 Q4	$16K	Buy	+68	New	+$16.5K	﹤0.01%	773