D.A. Davidson & Co’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $121K | Hold |
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|
2017
Q1 | $130K | Sell |
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|
2016
Q4 | $153K | Sell |
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|
2016
Q3 | $164K | Buy |
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|
2016
Q2 | $153K | Buy |
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|
2016
Q1 | $125K | Hold |
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|
2015
Q4 | $131K | Buy |
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|
2015
Q3 | $139K | Hold |
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|
2015
Q2 | $154K | Sell |
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|
2015
Q1 | $429K | Buy |
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|
2014
Q4 | $419K | Buy |
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|
2014
Q3 | $363K | Sell |
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|
2014
Q2 | $648K | Buy |
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|
2014
Q1 | $547K | Buy |
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|
2013
Q4 | $466K | Buy |
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|
2013
Q3 | $224K | Buy |
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