Wealth Enhancement Advisory Services’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
5,603
+1,721
| +44% | +$214K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $480K | Buy |
3,882
+778
| +25% | +$96.2K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $437K | Sell |
3,104
-67
| -2% | -$9.43K | ﹤0.01% | 2072 |
|
|
2024
Q3 | $534K | Sell |
3,171
-16
| -0.5% | -$2.7K | ﹤0.01% | 1774 |
|
|
2024
Q2 | $541K | Buy |
3,187
+43
| +1% | +$7.3K | ﹤0.01% | 1600 |
|
|
2024
Q1 | $645K | Sell |
3,144
-36
| -1% | -$7.39K | ﹤0.01% | 1449 |
|
|
2023
Q4 | $679K | Buy |
3,180
+123
| +4% | +$26.3K | ﹤0.01% | 1336 |
|
|
2023
Q3 | $489K | Buy |
3,057
+1,607
| +111% | +$257K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $283K | Hold |
1,450
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $287K | Buy |
+1,450
| New | +$287K | ﹤0.01% | 448 |
|