IWA
KAI icon

Icon Wealth Advisors’s Kadant KAI Stock Holding History

Icon Wealth Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-506
Closed -$175K – 511
2024
Q4 		$175K Sell
506
-35
-6% -$12.1K 0.01% 395
2024
Q3 		$183K Buy
+541
New +$183K 0.02% 375