Integrated Wealth Concepts’s Quaker Houghton KWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
1,855
+205
+12% +$22.9K ﹤0.01% 1753
2025
Q1
$204K Buy
1,650
+109
+7% +$13.5K ﹤0.01% 1611
2024
Q4
$217K Buy
+1,541
New +$217K ﹤0.01% 1554