Perfromance Wealth Partners’s Quaker Houghton KWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$205K 174
2024
Q1
$205K Hold
1,000
0.01% 156
2023
Q4
$213K Buy
+1,000
New +$213K 0.01% 151
2022
Q1
Sell
-1,000
Closed -$231K 183
2021
Q4
$231K Buy
+1,000
New +$231K 0.01% 162