Disciplined Investments’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2
| Closed | -$444 | – | 849 |
|
2023
Q2 | $444 | Hold |
2
| – | – | ﹤0.01% | 1268 |
|
2023
Q1 | $417 | Buy |
2
+1
| +100% | +$209 | ﹤0.01% | 1289 |
|
2022
Q4 | $178 | Sell |
1
-1
| -50% | -$178 | ﹤0.01% | 1451 |
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1412 |
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1444 |
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1479 |
|