Cresset Asset Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,336
| Closed | -$767K | – | 2030 |
|
|
2024
Q1 | $767K | Buy |
2,336
+90
| +4% | +$29.5K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $630K | Sell |
2,246
-17
| -0.8% | -$4.77K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $510K | Buy |
2,263
+202
| +10% | +$45.6K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $458K | Buy |
+2,061
| New | +$458K | ﹤0.01% | 1193 |
|
|
2022
Q1 | – | Sell |
-1,341
| Closed | -$309K | – | 1070 |
|
|
2021
Q4 | $309K | Buy |
+1,341
| New | +$309K | ﹤0.01% | 873 |
|