LGT Financial 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
Q1 | – | Sell |
-16
| Closed | -$2.25K | – | 535 |
|
|
2024
Q4 | $2.25K | Hold |
16
| – | – | 0.01% | 671 |
|
|
2024
Q3 | $2.7K | Hold |
16
| – | – | 0.01% | 642 |
|
|
2024
Q2 | $2.72K | Hold |
16
| – | – | 0.01% | 702 |
|
|
2024
Q1 | $3.28K | Hold |
16
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $3.42K | Hold |
16
| – | – | ﹤0.01% | 697 |
|
|
2023
Q3 | $2.56K | Buy |
+16
| New | +$2.56K | ﹤0.01% | 762 |
|