Schubert & Co’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.67K | – | 791 |
|
|
2023
Q1 | $1.67K | Buy |
8
+2
| +33% | +$417 | ﹤0.01% | 986 |
|
|
2022
Q4 | $1.07K | Sell |
6
-1
| -14% | -$178 | ﹤0.01% | 1148 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q2 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 1153 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1206 |
|