TWA
TCI Wealth Advisors’s Kadant KAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1
| Closed | -$209 | – | 1246 |
|
2023
Q1 | $209 | Hold |
1
| – | – | ﹤0.01% | 2334 |
|
2022
Q4 | $178 | Sell |
1
-22
| -96% | -$3.92K | ﹤0.01% | 2346 |
|
2022
Q3 | $4K | Buy |
23
+1
| +5% | +$174 | ﹤0.01% | 1620 |
|
2022
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 1642 |
|
2013
Q4 | – | Sell |
-69
| Closed | -$2K | – | 873 |
|
2013
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 634 |
|
2013
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 585 |
|