Creative Planning’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$20K | – | 4574 |
|
|
2017
Q2 | $20K | Hold |
1,100
| – | – | ﹤0.01% | 3170 |
|
|
2017
Q1 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 3090 |
|
|
2016
Q4 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 3030 |
|
|
2016
Q3 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 3020 |
|
|
2016
Q2 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2753 |
|
|
2016
Q1 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 2832 |
|
|
2015
Q4 | $19K | Hold |
1,100
| – | – | ﹤0.01% | 2871 |
|
|
2015
Q3 | $24K | Buy |
+1,100
| New | +$24K | ﹤0.01% | 2598 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$32K | – | 4043 |
|
|
2015
Q1 | $32K | Sell |
1,100
-5,271
| -83% | -$153K | ﹤0.01% | 2333 |
|
|
2014
Q4 | $228K | Buy |
6,371
+1,100
| +21% | +$39.4K | ﹤0.01% | 1056 |
|
|
2014
Q3 | $193K | Hold |
5,271
| – | – | ﹤0.01% | 1076 |
|
|
2014
Q2 | $180K | Hold |
5,271
| – | – | ﹤0.01% | 1084 |
|
|
2014
Q1 | $163K | Buy |
+5,271
| New | +$163K | ﹤0.01% | 1104 |
|