Heritage Wealth Management (Arizona)’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20K | Buy |
120
+60
| +100% | +$10K | ﹤0.01% | 661 |
|
|
2022
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 670 |
|
|
2022
Q2 | $8.97K | Hold |
60
| – | – | ﹤0.01% | 680 |
|
|
2022
Q1 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 710 |
|
|
2021
Q3 | $14K | Hold |
60
| – | – | 0.01% | 608 |
|
|
2021
Q2 | $14K | Hold |
60
| – | – | 0.01% | 610 |
|
|
2021
Q1 | $15K | Buy |
+60
| New | +$15K | 0.01% | 525 |
|