TWA
TCI Wealth Advisors’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$5.74K | – | 1283 |
|
|
2023
Q1 | $5.74K | Hold |
29
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q4 | $4.84K | Hold |
29
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q3 | $4K | Buy |
29
+1
| +4% | +$138 | ﹤0.01% | 1625 |
|
|
2022
Q2 | $4K | Sell |
28
-54
| -66% | -$7.71K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $14K | Buy |
82
+60
| +273% | +$10.2K | ﹤0.01% | 882 |
|
|
2021
Q4 | $5K | Buy |
22
+4
| +22% | +$909 | ﹤0.01% | 1674 |
|
|
2021
Q3 | $4K | Buy |
18
+4
| +29% | +$889 | ﹤0.01% | 1755 |
|
|
2021
Q2 | $3K | Buy |
14
+4
| +40% | +$857 | ﹤0.01% | 1766 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1773 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$2K | – | 1551 |
|
|
2020
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1016 |
|