CFN
KED
Cordasco Financial Network’s Kayne Anderson Energy KED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,460
| Closed | -$26K | – | 297 |
|
|
2015
Q4 | $26K | Hold |
1,460
| – | – | 0.02% | 165 |
|
|
2015
Q3 | $31K | Hold |
1,460
| – | – | 0.03% | 159 |
|
|
2015
Q2 | $35K | Hold |
1,460
| – | – | 0.03% | 156 |
|
|
2015
Q1 | $43K | Sell |
1,460
-821
| -36% | -$24.2K | 0.03% | 159 |
|
|
2014
Q4 | $82K | Hold |
2,281
| – | – | 0.06% | 130 |
|
|
2014
Q3 | $83K | Buy |
2,281
+425
| +23% | +$15.5K | 0.06% | 133 |
|
|
2014
Q2 | $64K | Hold |
1,856
| – | – | 0.05% | 142 |
|
|
2014
Q1 | $57K | Buy |
1,856
+975
| +111% | +$29.9K | 0.05% | 144 |
|
|
2013
Q4 | $25K | Buy |
+881
| New | +$25K | 0.02% | 191 |
|