Summit Global Investments’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,300
| Closed | -$532K | – | 297 |
|
|
2017
Q4 | $532K | Sell |
5,300
-500
| -9% | -$50.2K | 0.08% | 213 |
|
|
2017
Q3 | $572K | Sell |
5,800
-500
| -8% | -$49.3K | 0.09% | 135 |
|
|
2017
Q2 | $474K | Sell |
6,300
-2,100
| -25% | -$158K | 0.14% | 215 |
|
|
2017
Q1 | $499K | Hold |
8,400
| – | – | 0.16% | 123 |
|
|
2016
Q4 | $514K | Buy |
+8,400
| New | +$514K | 0.19% | 102 |
|