First Foundation Advisors’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-83,890
| Closed | -$1.46M | – | 376 |
|
|
2018
Q2 | $1.46M | Buy |
83,890
+3,687
| +5% | +$64.1K | 0.09% | 128 |
|
|
2018
Q1 | $1.25M | Buy |
80,203
+2,092
| +3% | +$32.6K | 0.07% | 143 |
|
|
2017
Q4 | $1.36M | Buy |
78,111
+67,759
| +655% | +$1.18M | 0.07% | 149 |
|
|
2017
Q3 | $179K | Hold |
10,352
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $188K | Hold |
10,352
| – | – | 0.01% | 299 |
|
|
2017
Q1 | $202K | Hold |
10,352
| – | – | 0.01% | 297 |
|
|
2016
Q4 | $201K | Hold |
10,352
| – | – | 0.01% | 291 |
|
|
2016
Q3 | $196K | Hold |
10,352
| – | – | 0.01% | 276 |
|
|
2016
Q2 | $201K | Buy |
+10,352
| New | +$201K | 0.01% | 277 |
|