Advisory Research’s Kadant KAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-7,659
Closed -$1.4M 376
2022
Q2
$1.4M Sell
7,659
-1,341
-15% -$244K 0.14% 116
2022
Q1
$1.75M Buy
9,000
+1,051
+13% +$204K 0.14% 116
2021
Q4
$1.83M Sell
7,949
-371
-4% -$85.5K 0.14% 130
2021
Q3
$1.7M Buy
8,320
+4,717
+131% +$963K 0.11% 145
2021
Q2
$634K Sell
3,603
-8,132
-69% -$1.43M 0.04% 250
2021
Q1
$2.17M Buy
11,735
+2,187
+23% +$405K 0.15% 121
2020
Q4
$1.35M Buy
9,548
+6,595
+223% +$930K 0.1% 162
2020
Q3
$324K Buy
+2,953
New +$324K 0.03% 269