Advisor Group’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-72,830
| Closed | -$1.27M | – | 5407 |
|
|
2018
Q2 | $1.27M | Sell |
72,830
-5,992
| -8% | -$104K | 0.02% | 746 |
|
|
2018
Q1 | $1.23M | Buy |
78,822
+2,053
| +3% | +$31.9K | 0.02% | 758 |
|
|
2017
Q4 | $1.34M | Buy |
76,769
+21,256
| +38% | +$370K | 0.02% | 728 |
|
|
2017
Q3 | $962K | Buy |
55,513
+8,525
| +18% | +$148K | 0.02% | 819 |
|
|
2017
Q2 | $852K | Buy |
46,988
+13,794
| +42% | +$250K | 0.02% | 836 |
|
|
2017
Q1 | $647K | Buy |
33,194
+6,521
| +24% | +$127K | 0.01% | 925 |
|
|
2016
Q4 | $518K | Buy |
26,673
+4,149
| +18% | +$80.6K | 0.01% | 996 |
|
|
2016
Q3 | $427K | Buy |
22,524
+11,456
| +104% | +$217K | 0.01% | 1055 |
|
|
2016
Q2 | $214K | Buy |
+11,068
| New | +$214K | 0.01% | 1422 |
|