Concord Wealth Partners’s Kadant KAI Stock Holding History

Concord Wealth Partners’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.73K	Hold
2024 Q3	$1.69K	Buy