WFA of San Diego’s Quaker Houghton KWR Stock Holding History

WFA of San Diego’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
2025 Q2	$11.6K	Buy
2024 Q3	$17.5K	Hold
2024 Q2	$17.6K	Buy
2023 Q3	$16.6K	Hold
2023 Q2	$20.3K	Buy
2023 Q1	–	Sell
2022 Q4	$17.4K	Buy
2022 Q3	–	Sell
2022 Q2	$16K	Buy
2021 Q1	–	Sell
2020 Q4	$253	Buy