Bison Wealth’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
-14,100
Closed -$245K 232
2018
Q2
$245K Sell
14,100
-2,000
-12% -$34.8K 0.18% 162
2018
Q1
$251K Buy
16,100
+1,000
+7% +$15.6K 0.19% 154
2017
Q4
$263K Hold
15,100
0.19% 145
2017
Q3
$262K Buy
+15,100
New +$262K 0.21% 135