Geneos 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 |
-6
| Closed | -$1K | – | 2318 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 2502 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 2657 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 2682 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 2753 |
|
|
2021
Q2 | $1K | Sell |
6
-20
| -77% | -$3.33K | ﹤0.01% | 2765 |
|
|
2021
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2798 |
|
|
2017
Q4 | – | Sell |
-106
| Closed | -$10K | – | 2194 |
|
|
2017
Q3 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 1577 |
|