KWM
Kolinsky Wealth Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $417K | Hold |
1,209
| – | – | 0.25% | 85 |
|
|
2024
Q3 | $409K | Buy |
1,209
+3
| +0.2% | +$1.01K | 0.27% | 85 |
|
|
2024
Q2 | $354K | Hold |
1,206
| – | – | 0.25% | 87 |
|
|
2024
Q1 | $396K | Buy |
1,206
+2
| +0.2% | +$656 | 0.3% | 76 |
|
|
2023
Q4 | $337K | Buy |
+1,204
| New | +$337K | 0.3% | 86 |
|