J.P. Morgan Private Wealth Advisors’s Kayne Anderson Energy KYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-14,000
| Closed | -$132K | – | 1626 |
|
|
2018
Q2 | $132K | Hold |
14,000
| – | – | ﹤0.01% | 1404 |
|
|
2018
Q1 | $120K | Sell |
14,000
-1,000
| -7% | -$8.57K | ﹤0.01% | 1212 |
|
|
2017
Q4 | $151K | Hold |
15,000
| – | – | ﹤0.01% | 1213 |
|
|
2017
Q3 | $167K | Hold |
15,000
| – | – | ﹤0.01% | 1170 |
|
|
2017
Q2 | $167K | Hold |
15,000
| – | – | ﹤0.01% | 1166 |
|
|
2017
Q1 | $189K | Hold |
15,000
| – | – | ﹤0.01% | 1255 |
|
|
2016
Q4 | $177K | Hold |
15,000
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q3 | $176K | Hold |
15,000
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q2 | $163K | Hold |
15,000
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q1 | $122K | Buy |
+15,000
| New | +$122K | ﹤0.01% | 1128 |
|