Wealth Enhancement Advisory Services’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
879
+43
| +5% | +$14.2K | ﹤0.01% | 2651 |
|
|
2025
Q1 | $282K | Buy |
836
+57
| +7% | +$19.2K | ﹤0.01% | 2474 |
|
|
2024
Q4 | $269K | Sell |
779
-14
| -2% | -$4.83K | ﹤0.01% | 2442 |
|
|
2024
Q3 | $268K | Buy |
793
+110
| +16% | +$37.2K | ﹤0.01% | 2235 |
|
|
2024
Q2 | $201K | Buy |
683
+38
| +6% | +$11.2K | ﹤0.01% | 2294 |
|
|
2024
Q1 | $212K | Buy |
+645
| New | +$212K | ﹤0.01% | 2163 |
|