Envestnet Portfolio Solutions’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
736
-72
| -9% | -$22.9K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $272K | Sell |
808
-408
| -34% | -$137K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $420K | Sell |
1,216
-143
| -11% | -$49.3K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $459K | Buy |
+1,359
| New | +$459K | ﹤0.01% | 1250 |
|
|
2024
Q2 | – | Sell |
-855
| Closed | -$280K | – | 1666 |
|
|
2024
Q1 | $280K | Buy |
855
+57
| +7% | +$18.7K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $224K | Buy |
+798
| New | +$224K | ﹤0.01% | 1448 |
|