Jeppson 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
-810
Closed -$205K 141
2020
Q4
$205K Hold
810
0.14% 130
2020
Q3
$146K Buy
+810
New +$146K 0.11% 141