Bay Harbor Wealth Management’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-132
| Closed | -$14K | – | 374 |
|
|
2019
Q4 | $14K | Sell |
132
-40
| -23% | -$4.24K | 0.01% | 213 |
|
|
2019
Q3 | $15K | Hold |
172
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $16K | Hold |
172
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $15K | Hold |
172
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $14K | Buy |
+172
| New | +$14K | 0.01% | 235 |
|