WAM
Wakefield Asset Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,132
| Closed | -$1.03M | – | 166 |
|
|
2024
Q1 | $1.03M | Buy |
3,132
+26
| +0.8% | +$8.53K | 0.36% | 78 |
|
|
2023
Q4 | $871K | Buy |
+3,106
| New | +$871K | 0.32% | 98 |
|
|
2019
Q1 | – | Sell |
-3,677
| Closed | -$300K | – | 228 |
|
|
2018
Q4 | $300K | Buy |
3,677
+1,655
| +82% | +$135K | 0.13% | 144 |
|
|
2018
Q3 | $218K | Buy |
+2,022
| New | +$218K | 0.09% | 134 |
|