USA Financial Formulas’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 |
-188
| Closed | -$61.7K | – | 346 |
|
2024
Q1 | $61.7K | Buy |
188
+105
| +127% | +$34.5K | 0.01% | 234 |
|
2023
Q4 | $23.3K | Buy |
+83
| New | +$23.3K | ﹤0.01% | 236 |
|
2022
Q1 | – | Sell |
-143
| Closed | -$33K | – | 427 |
|
2021
Q4 | $33K | Buy |
+143
| New | +$33K | 0.03% | 173 |
|
2021
Q2 | – | Sell |
-352
| Closed | -$65K | – | 408 |
|
2021
Q1 | $65K | Buy |
+352
| New | +$65K | 0.05% | 190 |
|