Wealth Enhancement Advisory Services
KWR icon

Wealth Enhancement Advisory Services’s Quaker Houghton KWR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$635K Buy
5,265
+124
+2% +$18.3K ﹤0.01% 2138
2025
Q4 		$750K Sell
5,141
-344
-6% -$46.4K ﹤0.01% 2158
2025
Q3 		$705K Sell
5,485
-118
-2% -$15.5K ﹤0.01% 2098
2025
Q2 		$696K Buy
5,603
+1,721
+44% +$187K ﹤0.01% 1967
2025
Q1 		$480K Buy
3,882
+778
+25% +$106K ﹤0.01% 2098
2024
Q4 		$437K Sell
3,104
-67
-2% -$10.6K ﹤0.01% 2090
2024
Q3 		$534K Sell
3,171
-16
-0.5% -$2.71K ﹤0.01% 1787
2024
Q2 		$541K Buy
3,187
+43
+1% +$7.95K ﹤0.01% 1601
2024
Q1 		$645K Sell
3,144
-36
-1% -$7.14K ﹤0.01% 1449
2023
Q4 		$679K Buy
3,180
+123
+4% +$21.2K ﹤0.01% 1338
2023
Q3 		$489K Buy
3,057
+1,607
+111% +$287K ﹤0.01% 1438
2023
Q2 		$283K Hold
1,450
– – ﹤0.01% 447
2023
Q1 		$287K Buy
+1,450
New +$277K ﹤0.01% 448

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