Cerity Partners’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
3,804
+2,768
| +267% | +$879K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $349K | Sell |
1,036
-434
| -30% | -$146K | ﹤0.01% | 1940 |
|
|
2024
Q4 | $497K | Sell |
1,470
-121
| -8% | -$40.9K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $538K | Buy |
+1,591
| New | +$538K | ﹤0.01% | 1741 |
|
|
2024
Q2 | – | Sell |
-1,652
| Closed | -$542K | – | 2313 |
|
|
2024
Q1 | $542K | Buy |
+1,652
| New | +$542K | ﹤0.01% | 1561 |
|