CWP
Curated Wealth Partners’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
1,992
-2
| -0.1% | -$635 | 0.07% | 81 |
|
|
2025
Q1 | $672K | Buy |
1,994
+20
| +1% | +$6.74K | 0.09% | 74 |
|
|
2024
Q4 | $681K | Buy |
1,974
+1
| +0.1% | +$345 | 0.08% | 72 |
|
|
2024
Q3 | $667K | Buy |
1,973
+4
| +0.2% | +$1.35K | 0.09% | 69 |
|
|
2024
Q2 | $578K | Buy |
+1,969
| New | +$578K | 0.08% | 70 |
|
|
2024
Q1 | – | Sell |
-1,947
| Closed | -$546K | – | 78 |
|
|
2023
Q4 | $546K | Buy |
+1,947
| New | +$546K | 0.09% | 86 |
|