Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-28
| Closed | -$4K | – | 701 |
|
|
2020
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 456 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$5K | – | 506 |
|
|
2019
Q1 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 368 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 599 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 511 |
|