Creative Planning’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,510
| Closed | -$17K | – | 4284 |
|
|
2017
Q2 | $17K | Hold |
1,510
| – | – | ﹤0.01% | 3260 |
|
|
2017
Q1 | $19K | Sell |
1,510
-2,224
| -60% | -$28K | ﹤0.01% | 3145 |
|
|
2016
Q4 | $44K | Buy |
3,734
+3,034
| +433% | +$35.8K | ﹤0.01% | 2483 |
|
|
2016
Q3 | $8K | Sell |
700
-225
| -24% | -$2.57K | ﹤0.01% | 3609 |
|
|
2016
Q2 | $10K | Hold |
925
| – | – | ﹤0.01% | 3231 |
|
|
2016
Q1 | $8K | Sell |
925
-1,635
| -64% | -$14.1K | ﹤0.01% | 3328 |
|
|
2015
Q4 | $22K | Buy |
2,560
+700
| +38% | +$6.02K | ﹤0.01% | 2754 |
|
|
2015
Q3 | $24K | Buy |
+1,860
| New | +$24K | ﹤0.01% | 2589 |
|
|
2015
Q2 | – | Sell |
-2,297
| Closed | -$57K | – | 3477 |
|
|
2015
Q1 | $57K | Buy |
2,297
+637
| +38% | +$15.8K | ﹤0.01% | 1929 |
|
|
2014
Q4 | $46K | Hold |
1,660
| – | – | ﹤0.01% | 2052 |
|
|
2014
Q3 | $53K | Hold |
1,660
| – | – | ﹤0.01% | 1872 |
|
|
2014
Q2 | $54K | Sell |
1,660
-329
| -17% | -$10.7K | ﹤0.01% | 1818 |
|
|
2014
Q1 | $54K | Buy |
1,989
+589
| +42% | +$16K | ﹤0.01% | 1748 |
|
|
2013
Q4 | $38K | Hold |
1,400
| – | – | ﹤0.01% | 1785 |
|
|
2013
Q3 | $42K | Buy |
1,400
+447
| +47% | +$13.4K | ﹤0.01% | 1625 |
|
|
2013
Q2 | $29K | Buy |
+953
| New | +$29K | ﹤0.01% | 1704 |
|