YorkBridge Wealth Partners’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30
| Closed | -$3K | – | 431 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 686 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 689 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 739 |
|
|
2018
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 726 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 757 |
|
|
2017
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 744 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 782 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 769 |
|
|
2016
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 761 |
|