Simplex Trading’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-833
| Closed | -$273K | – | 3244 |
|
|
2024
Q1 | $273K | Buy |
833
+711
| +583% | +$233K | ﹤0.01% | 864 |
|
|
2023
Q4 | $34K | Buy |
+122
| New | +$34K | ﹤0.01% | 1489 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3224 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3363 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3605 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3639 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3383 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3117 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2576 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2585 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2352 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2383 |
|
|
2018
Q3 | – | Sell |
-1,480
| Closed | -$142K | – | 2532 |
|
|
2018
Q2 | $142K | Buy |
1,480
+232
| +19% | +$22.3K | ﹤0.01% | 868 |
|
|
2018
Q1 | $117K | Buy |
+1,248
| New | +$117K | 0.01% | 843 |
|
|
2017
Q3 | – | Sell |
-184
| Closed | -$13K | – | 2279 |
|
|
2017
Q2 | $13K | Buy |
+184
| New | +$13K | ﹤0.01% | 1447 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2301 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2231 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2167 |
|
|
2016
Q2 | – | Sell |
-288
| Closed | -$13K | – | 2209 |
|
|
2016
Q1 | $13K | Buy |
+288
| New | +$13K | ﹤0.01% | 1209 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2236 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2182 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2085 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1693 |
|