S&P SmallCap Index Fund KAI Holdings History
Number of Shares
447.00
Current Holdings Value*
$167,390.00
% of Portfolio
0.33%
Total Estimate Gain
$-17,531.34
% of Total Estimate Gain
-10.55%
S&P SmallCap Index Fund's Kadant Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 447.00 shares of Kadant Inc(KAI), totaling $167,390.00. This investment constitutes 0.33% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Kadant Inc(KAI) stock.
The initial trade took place in 2025Q1. And since then S&P SmallCap Index Fund has made 1 purchases of KAI, at an average price of $371.59, for a total of 447.00 shares. Based on historical transaction data and KAI's current price of $332.37, S&P SmallCap Index Fund's estimated gain on his KAI holdings is $-17,531.34, reflecting a -10.55% gain to date.
S&P SmallCap Index Fund KAI ($332.37) Holding Chart
S&P SmallCap Index Fund KAI ($332.37) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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