JFS Wealth Advisors’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 | – | Sell |
-5
| Closed | -$619 | – | 1925 |
|
|
2025
Q1 | $619 | Sell |
5
-6
| -55% | -$743 | ﹤0.01% | 1742 |
|
|
2024
Q4 | $1.55K | Hold |
11
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q3 | $1.85K | Hold |
11
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q2 | $1.87K | Hold |
11
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q1 | $2.26K | Hold |
11
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q4 | $2.35K | Hold |
11
| – | – | ﹤0.01% | 1358 |
|
|
2023
Q3 | $1.76K | Hold |
11
| – | – | ﹤0.01% | 1410 |
|
|
2023
Q2 | $2.14K | Hold |
11
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q1 | $2.18K | Hold |
11
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q4 | $1.84K | Sell |
11
-3
| -21% | -$501 | ﹤0.01% | 1404 |
|
|
2022
Q3 | $2K | Buy |
14
+2
| +17% | +$286 | ﹤0.01% | 1344 |
|
|
2022
Q2 | $2K | Buy |
12
+7
| +140% | +$1.17K | ﹤0.01% | 1337 |
|
|
2022
Q1 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 1669 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1432 |
|