Curi Wealth Management’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$12K | – | 456 |
|
|
2022
Q2 | $12K | Hold |
65
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $12K | Hold |
65
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $14K | Buy |
+65
| New | +$14K | ﹤0.01% | 283 |
|
|
2021
Q1 | – | Sell |
-65
| Closed | -$9K | – | 295 |
|
|
2020
Q4 | $9K | Buy |
+65
| New | +$9K | 0.01% | 262 |
|