Rockwood Wealth Management’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,950
+56
| +3% | +$6.27K | 0.02% | 95 |
|
|
2025
Q1 | $234K | Hold |
1,894
| – | – | 0.02% | 85 |
|
|
2024
Q4 | $265K | Sell |
1,894
-388
| -17% | -$54.4K | 0.03% | 76 |
|
|
2024
Q3 | $384K | Hold |
2,282
| – | – | 0.04% | 58 |
|
|
2024
Q2 | $387K | Hold |
2,282
| – | – | 0.05% | 58 |
|
|
2024
Q1 | $468K | Sell |
2,282
-2,200
| -49% | -$452K | 0.06% | 53 |
|
|
2023
Q4 | $957K | Buy |
+4,482
| New | +$957K | 0.14% | 33 |
|