Alpha Windward’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-4,800
| Closed | -$358K | – | 465 |
|
2020
Q1 | $358K | Sell |
4,800
-240
| -5% | -$17.9K | 0.32% | 72 |
|
2019
Q4 | $531K | Hold |
5,040
| – | – | 0.34% | 41 |
|
2019
Q3 | $442K | Sell |
5,040
-240
| -5% | -$21K | 0.3% | 125 |
|
2019
Q2 | $456K | Buy |
+5,280
| New | +$456K | 0.29% | 131 |
|