HWMA
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Heritage Wealth Management (Arizona)’s Quaker Houghton KWR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$20K Buy
120
+60
+100% +$10.1K ﹤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 +$11.9K ﹤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 +$16K 0.01% 525

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RA
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State Street
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