Destination Wealth Management’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-121
| Closed | -$11K | – | 327 |
|
|
2019
Q2 | $11K | Hold |
121
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $11K | Hold |
121
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $10K | Hold |
121
| – | – | ﹤0.01% | 405 |
|
|
2018
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $12K | Buy |
+121
| New | +$12K | ﹤0.01% | 384 |
|