WOSD
WFA of San Diego’s Quaker Houghton KWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Buy |
+104
| New | +$11.6K | 0.01% | 308 |
|
|
2024
Q3 | $17.5K | Hold |
104
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $17.6K | Buy |
+104
| New | +$17.6K | 0.02% | 254 |
|
|
2023
Q3 | $16.6K | Hold |
104
| – | – | 0.02% | 247 |
|
|
2023
Q2 | $20.3K | Buy |
+104
| New | +$20.3K | 0.02% | 234 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$17.4K | – | 258 |
|
|
2022
Q4 | $17.4K | Buy |
+104
| New | +$17.4K | 0.01% | 304 |
|
|
2022
Q3 | – | Sell |
-104
| Closed | -$16K | – | 252 |
|
|
2022
Q2 | $16K | Buy |
+104
| New | +$16K | 0.01% | 237 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$253 | – | 111 |
|
|
2020
Q4 | $253 | Buy |
+400
| New | +$253 | 0.07% | 34 |
|