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Simplicity Wealth’s Kadant KAI Stock Holding History

Simplicity Wealth’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,138
Closed -$628K – 862
2024
Q2 		$628K Sell
2,138
-130
-6% -$38.2K 0.01% 668
2024
Q1 		$744K Buy
+2,268
New +$744K 0.02% 604