Diversified Trust’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
2,937
+1,130
| +63% | +$359K | 0.02% | 403 |
|
|
2025
Q1 | $609K | Buy |
1,807
+1,196
| +196% | +$403K | 0.02% | 510 |
|
|
2024
Q4 | $211K | Sell |
611
-725
| -54% | -$250K | 0.01% | 836 |
|
|
2024
Q3 | $452K | Buy |
1,336
+530
| +66% | +$179K | 0.01% | 621 |
|
|
2024
Q2 | $237K | Buy |
+806
| New | +$237K | 0.01% | 741 |
|