IFP Advisors’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-24,636
| Closed | -$233K | – | 4100 |
|
|
2018
Q2 | $233K | Buy |
24,636
+1,638
| +7% | +$15.5K | 0.01% | 989 |
|
|
2018
Q1 | $231K | Hold |
22,998
| – | – | 0.01% | 926 |
|
|
2017
Q4 | $231K | Buy |
22,998
+106
| +0.5% | +$1.07K | 0.01% | 924 |
|
|
2017
Q3 | $255K | Buy |
22,892
+1,500
| +7% | +$16.7K | 0.01% | 1005 |
|
|
2017
Q2 | $238K | Buy |
21,392
+552
| +3% | +$6.14K | 0.01% | 1021 |
|
|
2017
Q1 | $263K | Buy |
20,840
+781
| +4% | +$9.86K | 0.01% | 975 |
|
|
2016
Q4 | $237K | Buy |
20,059
+2,740
| +16% | +$32.4K | 0.01% | 967 |
|
|
2016
Q3 | $203K | Buy |
17,319
+684
| +4% | +$8.02K | 0.01% | 999 |
|
|
2016
Q2 | $181K | Buy |
+16,635
| New | +$181K | 0.01% | 1021 |
|
|
2016
Q1 | – | Sell |
-10,625
| Closed | -$90K | – | 3940 |
|
|
2015
Q4 | $90K | Buy |
+10,625
| New | +$90K | 0.01% | 1237 |
|