Carson Wealth (CWM LLC)’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
52
-27
| -34% | -$8.83K | ﹤0.01% | 4001 |
|
|
2025
Q1 | $27K | Buy |
79
+23
| +41% | +$7.86K | ﹤0.01% | 3461 |
|
|
2024
Q4 | $19K | Buy |
56
+13
| +30% | +$4.41K | ﹤0.01% | 3473 |
|
|
2024
Q3 | $15K | Buy |
43
+10
| +30% | +$3.49K | ﹤0.01% | 3544 |
|
|
2024
Q2 | $10K | Buy |
33
+5
| +18% | +$1.52K | ﹤0.01% | 3545 |
|
|
2024
Q1 | $9K | Buy |
28
+6
| +27% | +$1.93K | ﹤0.01% | 3401 |
|
|
2023
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 3436 |
|
|
2023
Q3 | $5K | Sell |
22
-25
| -53% | -$5.68K | ﹤0.01% | 3466 |
|
|
2023
Q2 | $10K | Sell |
47
-338
| -88% | -$71.9K | ﹤0.01% | 3081 |
|
|
2023
Q1 | $80K | Sell |
385
-54
| -12% | -$11.2K | ﹤0.01% | 1605 |
|
|
2022
Q4 | $78K | Buy |
439
+82
| +23% | +$14.6K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $60K | Hold |
357
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q2 | $65K | Hold |
357
| – | – | ﹤0.01% | 1502 |
|
|
2022
Q1 | $69K | Sell |
357
-21
| -6% | -$4.06K | ﹤0.01% | 1466 |
|
|
2021
Q4 | $87K | Buy |
+378
| New | +$87K | ﹤0.01% | 1341 |
|
|
2021
Q2 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q1 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q4 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q3 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q2 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q1 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q4 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q3 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q2 | $79K | Hold |
448
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q1 | $79K | Buy |
448
+32
| +8% | +$5.64K | ﹤0.01% | 1216 |
|
|
2018
Q4 | $34K | Buy |
+416
| New | +$34K | ﹤0.01% | 976 |
|