Beacon Pointe Advisors’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-760
| Closed | -$223K | – | 1239 |
|
|
2024
Q2 | $223K | Buy |
760
+104
| +16% | +$30.6K | ﹤0.01% | 1142 |
|
|
2024
Q1 | $215K | Sell |
656
-85
| -11% | -$27.9K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $208K | Buy |
+741
| New | +$208K | ﹤0.01% | 1194 |
|
|
2022
Q1 | – | Sell |
-945
| Closed | -$218K | – | 1208 |
|
|
2021
Q4 | $218K | Sell |
945
-86
| -8% | -$19.8K | 0.01% | 848 |
|
|
2021
Q3 | $210K | Buy |
+1,031
| New | +$210K | 0.01% | 844 |
|