Quantum Private 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 | $390K | Hold |
1,229
| – | – | 0.13% | 115 |
|
|
2025
Q1 | $414K | Hold |
1,229
| – | – | 0.16% | 112 |
|
|
2024
Q4 | $424K | Hold |
1,229
| – | – | 0.14% | 123 |
|
|
2024
Q3 | $415K | Hold |
1,229
| – | – | 0.14% | 130 |
|
|
2024
Q2 | $361K | Sell |
1,229
-88
| -7% | -$25.9K | 0.13% | 137 |
|
|
2024
Q1 | $432K | Buy |
1,317
+296
| +29% | +$97.1K | 0.16% | 118 |
|
|
2023
Q4 | $286K | Buy |
+1,021
| New | +$286K | 0.12% | 146 |
|