KWS
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Keystone Wealth Services’s Quaker Houghton KWR Stock Holding History

Keystone Wealth Services’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$244K 0.08% 193

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