J.P. Morgan Private Wealth Advisors’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $432K | Sell |
2,701
-144
| -5% | -$23K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $554K | Sell |
2,845
-2,067
| -42% | -$403K | ﹤0.01% | 987 |
|
|
2023
Q1 | $972K | Sell |
4,912
-134
| -3% | -$26.5K | ﹤0.01% | 1176 |
|
|
2022
Q4 | $842K | Sell |
5,046
-22
| -0.4% | -$3.67K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $732K | Buy |
5,068
+399
| +9% | +$57.6K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $698K | Sell |
4,669
-63
| -1% | -$9.42K | ﹤0.01% | 1309 |
|
|
2022
Q1 | $818K | Buy |
4,732
+191
| +4% | +$33K | ﹤0.01% | 1309 |
|
|
2021
Q4 | $1.05M | Sell |
4,541
-464
| -9% | -$107K | ﹤0.01% | 1216 |
|
|
2021
Q3 | $1.19M | Buy |
5,005
+39
| +0.8% | +$9.27K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $1.18M | Buy |
4,966
+729
| +17% | +$173K | ﹤0.01% | 1114 |
|
|
2021
Q1 | $1.03M | Sell |
4,237
-408
| -9% | -$99.5K | ﹤0.01% | 1019 |
|
|
2020
Q4 | $1.18M | Sell |
4,645
-1,047
| -18% | -$265K | ﹤0.01% | 942 |
|
|
2020
Q3 | $1.02M | Sell |
5,692
-182
| -3% | -$32.7K | ﹤0.01% | 882 |
|
|
2020
Q2 | $1.09M | Buy |
5,874
+3,579
| +156% | +$664K | 0.01% | 776 |
|
|
2020
Q1 | $290K | Buy |
+2,295
| New | +$290K | ﹤0.01% | 1148 |
|