IFP Advisors’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Sell |
175
-12
| -6% | -$4.33K | ﹤0.01% | 1921 |
|
|
2025
Q1 | $63K | Buy |
187
+1
| +0.5% | +$337 | ﹤0.01% | 1776 |
|
|
2024
Q4 | $64.9K | Sell |
186
-1
| -0.5% | -$349 | ﹤0.01% | 1693 |
|
|
2024
Q3 | $63.2K | Buy |
+187
| New | +$63.2K | ﹤0.01% | 1620 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$2K | – | 4725 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 4367 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 4141 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 4141 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$8K | – | 2882 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2579 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 2763 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 2851 |
|
|
2018
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 2786 |
|
|
2017
Q4 | $10K | Sell |
100
-18
| -15% | -$1.8K | ﹤0.01% | 2782 |
|
|
2017
Q3 | $12K | Hold |
118
| – | – | ﹤0.01% | 2886 |
|
|
2017
Q2 | $9K | Hold |
118
| – | – | ﹤0.01% | 3057 |
|
|
2017
Q1 | $7K | Hold |
118
| – | – | ﹤0.01% | 3093 |
|
|
2016
Q4 | $7K | Hold |
118
| – | – | ﹤0.01% | 3102 |
|
|
2016
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 3119 |
|
|
2016
Q2 | $6K | Buy |
+118
| New | +$6K | ﹤0.01% | 3019 |
|
|
2016
Q1 | – | Sell |
-118
| Closed | -$5K | – | 2909 |
|
|
2015
Q4 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 2946 |
|