Hillsdale Investment Management’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$500K | – | 586 |
|
|
2022
Q3 | $500K | Sell |
3,000
-2,000
| -40% | -$333K | 0.05% | 325 |
|
|
2022
Q2 | $912K | Hold |
5,000
| – | – | 0.07% | 185 |
|
|
2022
Q1 | $971K | Hold |
5,000
| – | – | 0.06% | 231 |
|
|
2021
Q4 | $1.15M | Hold |
5,000
| – | – | 0.08% | 216 |
|
|
2021
Q3 | $1.02M | Buy |
+5,000
| New | +$1.02M | 0.08% | 231 |
|
|
2018
Q1 | – | Sell |
-12,790
| Closed | -$1.28M | – | 504 |
|
|
2017
Q4 | $1.28M | Buy |
12,790
+1,000
| +8% | +$100K | 0.21% | 110 |
|
|
2017
Q3 | $1.16M | Buy |
11,790
+9,790
| +490% | +$965K | 0.2% | 115 |
|
|
2017
Q2 | $150K | Buy |
+2,000
| New | +$150K | 0.03% | 301 |
|