CT
Coastline Trust’s Kadant KAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,000
| Closed | -$280K | – | 257 |
|
2023
Q4 | $280K | Hold |
1,000
| – | – | 0.04% | 233 |
|
2023
Q3 | $226K | Hold |
1,000
| – | – | 0.03% | 242 |
|
2023
Q2 | $222K | Hold |
1,000
| – | – | 0.03% | 267 |
|
2023
Q1 | $209K | Buy |
+1,000
| New | +$209K | 0.03% | 275 |
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$230K | – | 330 |
|
2021
Q4 | $230K | Hold |
1,000
| – | – | 0.03% | 316 |
|
2021
Q3 | $204K | Buy |
+1,000
| New | +$204K | 0.03% | 321 |
|