Anchor Capital Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,440
| Closed | -$433K | – | 275 |
|
|
2022
Q4 | $433K | Hold |
2,440
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $407K | Hold |
2,440
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $445K | Hold |
2,440
| – | – | 0.01% | 227 |
|
|
2022
Q1 | $474K | Hold |
2,440
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $562K | Hold |
2,440
| – | – | 0.01% | 223 |
|
|
2021
Q3 | $498K | Sell |
2,440
-100
| -4% | -$20.4K | 0.01% | 225 |
|
|
2021
Q2 | $447K | Hold |
2,540
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $470K | Hold |
2,540
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $358K | Buy |
+2,540
| New | +$358K | 0.01% | 232 |
|