Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-309
| Closed | -$51.6K | – | 1207 |
|
|
2022
Q4 | $51.6K | Sell |
309
-24
| -7% | -$4.01K | 0.02% | 384 |
|
|
2022
Q3 | $48.1K | Hold |
333
| – | – | 0.02% | 382 |
|
|
2022
Q2 | $49.8K | Buy |
333
+5
| +2% | +$748 | 0.02% | 383 |
|
|
2022
Q1 | $56.7K | Sell |
328
-4
| -1% | -$691 | 0.02% | 368 |
|
|
2021
Q4 | $76.6K | Buy |
332
+4
| +1% | +$923 | 0.03% | 308 |
|
|
2021
Q3 | $78K | Hold |
328
| – | – | 0.03% | 289 |
|
|
2021
Q2 | $77.8K | Hold |
328
| – | – | 0.03% | 289 |
|
|
2021
Q1 | $80K | Hold |
328
| – | – | 0.03% | 273 |
|
|
2020
Q4 | $83.1K | Hold |
328
| – | – | 0.04% | 248 |
|
|
2020
Q3 | $58.9K | Hold |
328
| – | – | 0.03% | 273 |
|
|
2020
Q2 | $60.9K | Hold |
328
| – | – | 0.03% | 260 |
|
|
2020
Q1 | $41.4K | Buy |
328
+145
| +79% | +$18.3K | 0.03% | 303 |
|
|
2019
Q4 | $30.1K | Buy |
183
+84
| +85% | +$13.8K | 0.02% | 452 |
|
|
2019
Q3 | $15.7K | Sell |
99
-104
| -51% | -$16.4K | 0.01% | 664 |
|
|
2019
Q2 | $41.2K | Hold |
203
| – | – | 0.02% | 351 |
|
|
2019
Q1 | $40.7K | Hold |
203
| – | – | 0.02% | 357 |
|
|
2018
Q4 | $36.1K | Buy |
203
+104
| +105% | +$18.5K | 0.02% | 344 |
|
|
2018
Q3 | $20K | Hold |
99
| – | – | 0.01% | 582 |
|
|
2018
Q2 | $15.3K | Hold |
99
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $14.7K | Buy |
99
+24
| +32% | +$3.56K | 0.01% | 682 |
|
|
2017
Q4 | $11.3K | Hold |
75
| – | – | 0.01% | 743 |
|
|
2017
Q3 | $11.1K | Hold |
75
| – | – | 0.01% | 743 |
|
|
2017
Q2 | $10.9K | Buy |
75
+23
| +44% | +$3.34K | 0.01% | 728 |
|
|
2017
Q1 | $6.85K | Hold |
52
| – | – | 0.01% | 797 |
|
|
2016
Q4 | $6.65K | Hold |
52
| – | – | 0.01% | 788 |
|
|
2016
Q3 | $5.51K | Hold |
52
| – | – | 0.01% | 798 |
|
|
2016
Q2 | $4.64K | Hold |
52
| – | – | ﹤0.01% | 791 |
|
|
2016
Q1 | $4.41K | Buy |
+52
| New | +$4.41K | ﹤0.01% | 776 |
|