Wealthspire Advisors (Maryland)’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-186
| Closed | -$37K | – | 1313 |
|
|
2019
Q1 | $37K | Sell |
186
-77
| -29% | -$15.3K | ﹤0.01% | 1017 |
|
|
2018
Q4 | $47K | Sell |
263
-28
| -10% | -$5K | ﹤0.01% | 881 |
|
|
2018
Q3 | $59K | Sell |
291
-62
| -18% | -$12.6K | ﹤0.01% | 905 |
|
|
2018
Q2 | $55K | Buy |
353
+25
| +8% | +$3.9K | 0.01% | 936 |
|
|
2018
Q1 | $49K | Sell |
328
-46
| -12% | -$6.87K | ﹤0.01% | 994 |
|
|
2017
Q4 | $56K | Buy |
374
+5
| +1% | +$749 | 0.01% | 956 |
|
|
2017
Q3 | $55K | Buy |
369
+50
| +16% | +$7.45K | 0.01% | 939 |
|
|
2017
Q2 | $46K | Buy |
319
+30
| +10% | +$4.33K | 0.01% | 979 |
|
|
2017
Q1 | $38K | Sell |
289
-8
| -3% | -$1.05K | 0.01% | 878 |
|
|
2016
Q4 | $38K | Sell |
297
-65
| -18% | -$8.32K | 0.01% | 847 |
|
|
2016
Q3 | $38K | Buy |
362
+56
| +18% | +$5.88K | 0.01% | 860 |
|
|
2016
Q2 | $27K | Buy |
306
+53
| +21% | +$4.68K | ﹤0.01% | 897 |
|
|
2016
Q1 | $21K | Buy |
253
+29
| +13% | +$2.41K | ﹤0.01% | 957 |
|
|
2015
Q4 | $17K | Buy |
+224
| New | +$17K | ﹤0.01% | 1019 |
|