Everett Harris & Co’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,026
| Closed | -$224K | – | 246 |
|
|
2014
Q4 | $224K | Hold |
8,026
| – | – | 0.01% | 219 |
|
|
2014
Q3 | $256K | Sell |
8,026
-3,200
| -29% | -$102K | 0.01% | 209 |
|
|
2014
Q2 | $364K | Hold |
11,226
| – | – | 0.01% | 182 |
|
|
2014
Q1 | $307K | Sell |
11,226
-15,000
| -57% | -$410K | 0.01% | 190 |
|
|
2013
Q4 | $717K | Sell |
26,226
-751
| -3% | -$20.5K | 0.03% | 124 |
|
|
2013
Q3 | $807K | Hold |
26,977
| – | – | 0.03% | 114 |
|
|
2013
Q2 | $807K | Buy |
+26,977
| New | +$807K | 0.03% | 117 |
|