Wealthspire Advisors (Maryland)’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 1275 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2534 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2505 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2443 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2511 |
|
|
2018
Q1 | $0 | Sell |
4
-33
| -89% | – | ﹤0.01% | 2571 |
|
|
2017
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 1906 |
|
|
2017
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 1852 |
|
|
2017
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1893 |
|