NewEdge Wealth’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
8,603
-645
| -7% | -$210K | 0.04% | 312 |
|
|
2025
Q1 | $3.12M | Sell |
9,248
-419
| -4% | -$141K | 0.06% | 259 |
|
|
2024
Q4 | $3.34M | Sell |
9,667
-1,700
| -15% | -$586K | 0.06% | 254 |
|
|
2024
Q3 | $3.84M | Buy |
11,367
+1,694
| +18% | +$573K | 0.07% | 238 |
|
|
2024
Q2 | $2.84M | Sell |
9,673
-276
| -3% | -$81.1K | 0.06% | 257 |
|
|
2024
Q1 | $2.65M | Buy |
9,949
+311
| +3% | +$83K | 0.06% | 274 |
|
|
2023
Q4 | $2.7M | Buy |
+9,638
| New | +$2.7M | 0.07% | 246 |
|