Keystone Wealth Services’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,369
| Closed | -$231K | – | 262 |
|
|
2024
Q3 | $231K | Hold |
1,369
| – | – | 0.06% | 228 |
|
|
2024
Q2 | $232K | Hold |
1,369
| – | – | 0.07% | 210 |
|
|
2024
Q1 | $281K | Hold |
1,369
| – | – | 0.09% | 176 |
|
|
2023
Q4 | $292K | Hold |
1,369
| – | – | 0.1% | 172 |
|
|
2023
Q3 | $219K | Buy |
+1,369
| New | +$219K | 0.08% | 193 |
|