Moody Aldrich Partners’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28,592
| Closed | -$2.51M | – | 157 |
|
|
2019
Q3 | $2.51M | Sell |
28,592
-339
| -1% | -$29.8K | 0.67% | 60 |
|
|
2019
Q2 | $2.63M | Buy |
28,931
+11,044
| +62% | +$1M | 0.67% | 63 |
|
|
2019
Q1 | $1.57M | Buy |
17,887
+1,597
| +10% | +$140K | 0.44% | 85 |
|
|
2018
Q4 | $1.33M | Buy |
+16,290
| New | +$1.33M | 0.44% | 82 |
|