JFS Wealth Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22K | Hold |
7
| – | – | ﹤0.01% | 1371 |
|
|
2025
Q1 | $2.36K | Hold |
7
| – | – | ﹤0.01% | 1409 |
|
|
2024
Q4 | $2.42K | Hold |
7
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q3 | $2.37K | Hold |
7
| – | – | ﹤0.01% | 1411 |
|
|
2024
Q2 | $2.06K | Hold |
7
| – | – | ﹤0.01% | 1419 |
|
|
2024
Q1 | $2.3K | Hold |
7
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q4 | $1.96K | Buy |
7
+1
| +17% | +$280 | ﹤0.01% | 1447 |
|
|
2023
Q3 | $1.35K | Hold |
6
| – | – | ﹤0.01% | 1509 |
|
|
2023
Q2 | $1.33K | Sell |
6
-1
| -14% | -$222 | ﹤0.01% | 1513 |
|
|
2023
Q1 | $1.46K | Buy |
7
+2
| +40% | +$417 | ﹤0.01% | 1473 |
|
|
2022
Q4 | $888 | Buy |
5
+1
| +25% | +$178 | ﹤0.01% | 1629 |
|
|
2022
Q3 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 1573 |
|
|
2022
Q2 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1840 |
|
|
2022
Q1 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 1663 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1796 |
|