Integrated Wealth Concepts’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-907
| Closed | -$306K | – | 1954 |
|
|
2025
Q1 | $306K | Buy |
907
+72
| +9% | +$24.3K | ﹤0.01% | 1404 |
|
|
2024
Q4 | $288K | Sell |
835
-47
| -5% | -$16.2K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $298K | Sell |
882
-47
| -5% | -$15.9K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $273K | Hold |
929
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q1 | $305K | Buy |
929
+45
| +5% | +$14.8K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $248K | Buy |
+884
| New | +$248K | ﹤0.01% | 1358 |
|
|
2021
Q2 | – | Sell |
-42,268
| Closed | -$7.82M | – | 820 |
|
|
2021
Q1 | $7.82M | Sell |
42,268
-1,000
| -2% | -$185K | 0.32% | 70 |
|
|
2020
Q4 | $6.1M | Sell |
43,268
-1,732
| -4% | -$244K | 0.29% | 74 |
|
|
2020
Q3 | $4.93M | Buy |
+45,000
| New | +$4.93M | 0.3% | 70 |
|