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 |
|