Harvest Group Wealth Management’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13
| Closed | -$3K | – | 393 |
|
|
2020
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 302 |
|
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 350 |
|
|
2020
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 308 |
|
|
2020
Q1 | $1K | Sell |
13
-42
| -76% | -$3.23K | ﹤0.01% | 396 |
|
|
2019
Q4 | $9K | Hold |
55
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $9K | Hold |
55
| – | – | 0.01% | 274 |
|
|
2019
Q2 | $11K | Hold |
55
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $11K | Buy |
+55
| New | +$11K | 0.01% | 224 |
|